Refine list by
  A (64)
    Al Emid (8)
  B (68)
  C (213)
  D (49)
    Dale Orr (1)
  E (3)
  F (244)
  G (47)
  H (10)
  I (3)
  J (3240)
    Jim Ruta (4)
  K (48)
  L (42)
  M (519)
  N (6)
  O (27)
  Others (4)
    _ _ (4)
  P (108)
  R (154)
  S (80)
  T (305)
    Tom Hays (2)
  V (5)
  W (1)
  Y (2)
  1. Rudy Mezzetta
    STEP Canada, Advocis, CALU, CLHIA and others suggest the proposals are problematic and could have harmful consequences
  2. Leah Golob
    Investors with a “complete understanding of fees” are considerably more likely to recommend their firm, J.D. Power survey finds
  3. Rudy Mezzetta
    Finance Canada is reviewing various facets of the rules governing the financial services sector, including sales practices at the Big Six banks
  4. Leah Golob
    The public crowdsale of impak Coin, which is fully compliant with securities laws, begins on Aug. 21
  5. Leah Golob
    New IMCA survey finds that continuing education and professional development courses are “very important” to advisors
  6. Fiona Collie
    The Report Card average has remained quite stable during the past eight years, but some firms have seen some dramatic changes
  7. Rudy Mezzetta
    IIAC lauds decision to give its members more time to review, consult on the changes
  8. Canadian Press
    Finance Canada is reviewing whether credit unions should be allowed to use “banking” and similar language when describing their services
  9. James Langton
    The IAP notes such provisions were recently adopted in the U.S.
  10. James Langton
    Rather than cannibalizing traditional financial services firms’ clients, robo-advisors could open the market to cost-sensitive investors