News and resources for Canada's top financial advisors
Industry
In 2023 most of the five biggest banks reduced fossil fuel funding relative to previous years
By Ian Bickis, Canadian Press |May 13, 2024
2 min read
Firm posts $154.4-million loss as investors exit balanced funds, cash-like products
By Rudy Mezzetta |May 10, 2024
3 min read
LongPoint will focus on white labelling and also plans to launch its own passive ETFs
By Melissa Shin |May 10, 2024
4 min read
And Richardson Wealth snags a $500M team from TD
By Katie Keir |May 10, 2024
Industry News
Also, Michael L. Stickney will retire from the executive committee
By Jonathan Got |May 10, 2024
1 min read
Sun Life had $1.47 trillion in assets under management on March 31
Regulation
Government is working to launch taxonomy "as soon as possible," Freeland says
By Noushin Ziafati |May 9, 2024
Regulator adopts new exemptions designed to help startups raise capital
By James Langton |May 9, 2024
Company says it will ramp up share buybacks
By Ian Bickis, Canadian Press and Staff |May 9, 2024
Firm sanctioned over reporting, registration failures
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