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  1. Beatrice Paez
    New client research project from the SRO aims to explore what client segment would be most affected by the potential elimination of embedded commissions
  2. James Langton
    CRM2 has led to more questions from clients about MERs, so IFIC members would like to see this disclosed as part of an initiative the group calls CRM3
  3. IE Staff
    CFP and FPSC level 1 examinations take place across Canada June 2
  4. Canadian Press
    The transaction values Hong Kong-based Nord Anglia Education at US$4.3 billion
  5. Rudy Mezzetta
    Compliance professionals must improve their training of approved persons on outside business activities to reduce risks for firms and their advisors
  6. James Langton
    Total industry AUM rose to almost $1.39 trillion, up by 13% from a year earlier
  7. Pablo Fuchs
    The bank’s financial advisors will gain access to the Nest Wealth Pro white label robo-advisor platform
  8. Beatrice Paez
    Nasdaq Ventures will invest in blockchain, machine learning and artificial intelligence, analytics and content aggregation, among other technologies
  9. James Langton
    Such attacks pose negative consequences for both individual issuers and financial systems, new Fitch report finds
  10. Beatrice Paez
    New CARP survey finds that 89% of Canadians over the age of 55 are in favour of a best interest standard while 79% are opposed to embedded fees