News and resources for Canada's top financial advisors
Industry
Integration of T.E. Wealth and Leon Frazer platforms gives bank scale to compete with Big Six, CWB executives say
By Rudy Mezzetta |April 26, 2021
3 min read
An official cryptocurrency would put pressure on traditional bank funding and fees
By James Langton |April 26, 2021
2 min read
The nominees reflect the firm's "bold and ambitious" growth agenda
By Staff |April 26, 2021
The fund invests in the CI Galaxy Ethereum ETF, which was launched last week
1 min read
The SEC paid US$3.2 million for tip and ongoing assistance, in spite of delay in coming forward
By James Langton |April 23, 2021
Criminal and civil charges are based on allegations that a fund manager deceived investors, misappropriated assets
At the FMFD's digital conference, a litigation expert discussed data privacy tips and why communication with seniors is paramount
By Michelle Schriver |April 23, 2021
The agency has awarded whistleblowers US$123 million since 2014
The US$85-million deal should help expand stop-loss health coverage
By Staff |April 23, 2021
Court finds an investor's portfolio was too heavily concentrated in preferred shares, but its low-risk strategy was appropriate
By James Langton |April 22, 2021
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