Study analyzes Canadian advisors’ private markets exposure
Private equity was identified as top choice of alternatives asset class
Top stories
Manulife Canada raises insurance underwriting limits
Changes come weeks after Manulife Singapore issued world's largest life insurance policy
U.S. employers added a surprisingly strong 178,000 jobs last month, rebounding from a weak February
The rebound was triggered by the end of a strike at Kaiser Permanente and improved weather across the country
Tribunal bans absentee Ponzi schemer
Fraudster sentenced in absentia after pleading guilty
- By: James Langton
Deals: Blue Cross buys StanCorp’s voluntary benefits business
And, multiple investments and acquisitions by private equity, miners
- By: Jonathan Got
Two financial planning software programs offer new tools
Conquest, Friedmann AI add features like large language model data migration, insurance quotes
- By: Jonathan Got
Industry moves: Fondaction gets a new CEO, B.C. team joins PWL Capital
Plus, appointments at Sun Life, Connor, Clark & Lunn, Sapling Financial and more
- By: Alisha Hiyate
FP Canada reviewing QAFP designation
The association is lobbying for a financial planning tax credit — it needs more QAFPs to deliver
Financial services now part of Canadian Free Trade Agreement
"I’m very bullish" on potential outcomes, says interprovincial trade expert
CIRO proposes short-selling reforms
SRO drops mandatory close-out proposal, adds new conduct-based approach
- By: James Langton
Sun Life Capital Management consolidates private asset managers
Executive chair Steve Peacher says SLC Management is considering a rebrand
- By: Jonathan Got
Energy stocks help lift S&P/TSX composite, U.S. markets mixed
Trump address on Iran war rattles market optimism
Opinion: CIRO’s harmonization promise breaks down where investors need it most
Prompt complaint resolution is key to capital market integrity — the SRO’s phase six rule consolidation whiffed
Investor class-action settlement approved
Defendants to pay $8 million, including $2.4 million for class counsel
- By: James Langton
Exec used ex-wife’s accounts for insider trading: SEC
Regulator charges pair that separately pleaded guilty to criminal charges
- By: James Langton
Canada’s labour market is ‘static’ after a year of U.S. tariffs, population shift
The manufacturing sector has shed 51,800 jobs over the previous 12 months
FTX exec gets CFTC sanctions
Trading, registration bans imposed on top engineer in new consent order
- By: James Langton
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Advisor chargebacks are bad for the industry