Focus on Financial Planning Death of the salesperson?
Protecting Investors Robo-advisors might prompt shift to best interests standards
Responsible Investing Opportunities abound for advisors
Advisor at Risk Advisors are not picking lottery numbers
Tax Matters The CRA makes key changes to T1135 reporting
Technology Dealing with the coming regulatory tsunami
Investment Executive Report Cards
Read what advisors are saying about their firms and what compliance officers are saying about the regulators: