News and resources for Canada's top financial advisors
Regulation
Settlement includes disgorgement, penalty and suspension
By James Langton |February 27, 2024
1 min read
Online posts amounted to securities-related business, CIRO panel found
2 min read
Information expanded an investigation, helped protect investors
No evidence that executive tried to hide insider trades
By James Langton |February 26, 2024
Bulk of funds issuers raised went to consultants that quickly dumped shares
By James Langton |February 22, 2024
Shareholder advocates argue they haven't been able to participate fully when AGMs are online
Investors face risks from sludge, nudges and other hidden tactics
By James Langton |February 21, 2024
In a hypothetical scenario, a financial advisor takes issue with a marketing message
By Michelle Schriver |February 20, 2024
6 min read
SRO publishes playbook for dealing with growing cyber threat
By James Langton |February 20, 2024
Settlement will compensate customers who were double-charged a $48 fee
By Ian Bickis, Canadian Press |February 16, 2024
4 min read
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