News and resources for Canada's top financial advisors
Industry
Experts highlight considerations such as portfolio risk level, limits on EAPs
By Craig Wong, The Canadian Press |August 17, 2023
4 min read
Recession fears and inflation weigh on activity, a KPMG report says
By The Canadian Press |August 17, 2023
1 min read
The FP Canada Standards Council released its annual enforcement activity
By Staff |August 16, 2023
2 min read
Net assets totalled $424 billion on June 30
By The Canadian Press |August 16, 2023
Digital fraud rose significantly in 2022, with the global attack rate up 20% year-over-year
By Maddie Johnson |August 16, 2023
Plus, other people moves across the financial industry
By Katie Keir |August 15, 2023
Latest settlement brings penalties in DoJ cases to over US$36 billion
By James Langton |August 14, 2023
Investors' reps challenge a ruling over who gets priority in an insolvency
3 min read
Judge says crypto mogul tampered with witnesses
By Larry Neumeister, The Associated Press |August 11, 2023
Regulation
Investor misunderstood difference between advisory and discretionary accounts, court found
By James Langton |August 11, 2023
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