Planning and Advice

Client-focused reforms and advisor compensation

Planning and Advice

Client-focused reforms and advisor compensation

New rules coming into effect June 30 require advisors to address material conflicts

By Michelle Schriver |June 10, 2021

6 min read

Climate metrics are imperfect, but advisors still need to start using them

Planning and Advice

Climate metrics are imperfect, but advisors still need to start using them

Experts at the RIA conference said advisors should be discussing net-zero portfolios

By Mark Burgess |June 9, 2021

4 min read

One in five Canadian investors plans to switch wealth providers: survey

Planning and Advice

One in five Canadian investors plans to switch wealth providers: survey

Firms should prioritize hybrid models to serve investors post-pandemic, an EY study says

By Rudy Mezzetta |June 7, 2021

2 min read

OSC names members of Seniors Expert Advisory Committee

Planning and Advice

OSC names members of Seniors Expert Advisory Committee

Members will serve a one-year term

By Staff |June 2, 2021

1 min read