News and resources for Canada's top financial advisors
Industry
Fraudsters are posing as registered individuals
By Staff |May 25, 2023
1 min read
Demonstrate and discuss your regulatory requirements with clients, IFB says
By Michelle Schriver |May 25, 2023
2 min read
Rising costs and slower loan growth are also challenges
By Ian Bickis, Canadian Press |May 25, 2023
4 min read
Review found weakness in firms' valuation processes, procedures
By James Langton |May 24, 2023
Commercial real estate exposure a bigger issue for smaller U.S. lenders
U.S. proxy season sees lower levels of shareholder engagement
Performance partially offset by declines in both equities and fixed income across major markets
By The Canadian Press |May 24, 2023
3 min read
'Challenging market conditions' and 'shifting environment' said to be putting pressure on revenue growth
By Ian Bickis, Canadian Press |May 24, 2023
Mutual fund redemptions rose and ETF sales slid, as investors fled equities
By James Langton |May 23, 2023
The move could result in more “financial planner” credentials
By Michelle Schriver |May 23, 2023
5 min read
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