CSA targets four areas to ease regulatory burden on investment funds
Regulators will propose eliminating redundant disclosure and making greater use of online technology to communicate with investors
- May 24, 2018 May 24, 2018
- 13:50
Top stories
RBC named Canada’s most valuable brand
Manulife named most valuable insurance brand in Canada
- May 24, 2018 May 24, 2018
- 11:30
Franklin Templeton announces risk rating changes
Higher risk ratings for 16 mutual funds
- By: Leah Golob
- May 24, 2018 May 24, 2018
- 17:25
Major indices fall after U.S., North Korea talks cancelled
Price of gold soars
- By: Aleksandra Sagan
- May 24, 2018 May 24, 2018
- 17:35
TD, RBC Q2 profit bump helped by rising rates, macro environment
Deposit rates have not risen as quickly as loan rates
- By: Armina Ligaya
- May 24, 2018 May 24, 2018
- 15:45
MFDA to hold penalty hearing for former WFG Securities reps
Twelve reps at a branch in Mississauga, Ont. falsified KYC information in order to obtain investment loans
- By: James Langton
- May 24, 2018 May 24, 2018
- 11:00
CSA seeks comment on post-trade transparency requirements for government debt
IIROC’s role as information processor expanded
- By: James Langton
- May 24, 2018 May 24, 2018
- 12:30
Creation Wealth Capital eyes millennials and Generation X
Sam Collins named president and CEO of revamped firm
- By: Leah Golob
- May 23, 2018 May 23, 2018
- 12:30
Slideshow: How a firm’s ratings impact advisors’ recommendations
Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage
- By: Fiona Collie
- May 16, 2018 May 16, 2018
- 10:00
Talking about ETFs
Tips for teaching clients about these still-evolving funds and what they entail
- By: Patricia Chisholm
- May 2, 2018 May 1, 2018
- 00:10
Brand Knowledge
Welcome to the drawdown era
How advisors can prepare their practices for the mass decumulation of Boomer assets
- By: TD Asset Management
- April 3, 2018 April 30, 2018
- 13:02
CPP Fund posts 11.6% return in fiscal 2018
The main driver of growth was last year’s stock markets surge
More Canadians consider guaranteed life income products desirable
Segregated funds and annuities are two products that can help Canadians reach their goals
- By: Leah Golob
- May 15, 2018 May 15, 2018
- 10:25
Financial literacy isn’t financial wellness for Canadian workers
Stress about retirement is the biggest financial worry among Canadians
- By: Leah Golob
- May 9, 2018 May 9, 2018
- 14:45
The insurtech gap
Advisors and clients are ready for digitized insurance processes, but insurers are slow to adopt new technology
- By: Dwarka Lakhan
- May 3, 2018 May 3, 2018
- 15:23
Brand Knowledge
Unlocking the potential of smart beta for your clients
- By: BMO Global Asset Management
- March 9, 2018 March 9, 2018
- 10:00