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Finger on analysis button risk management or assessment concept

Franklin Templeton announces risk rating changes

Higher risk ratings for 16 mutual funds

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TD, RBC Q2 profit bump helped by rising rates, macro environment

Deposit rates have not risen as quickly as loan rates

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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

Male hand with pen on the investment chart with calculator and canadian dollars

CSA seeks comment on post-trade transparency requirements for government debt

IIROC’s role as information processor expanded

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Creation Wealth Capital eyes millennials and Generation X

Sam Collins named president and CEO of revamped firm

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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

exchange-traded funds, woman with tablet

Talking about ETFs

Tips for teaching clients about these still-evolving funds and what they entail

Businessman Using Calculator With Piggybank And Stack Of Coins On Desk

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

Financial literacy isn’t financial wellness for Canadian workers

Stress about retirement is the biggest financial worry among Canadians

The insurtech gap

Advisors and clients are ready for digitized insurance processes, but insurers are slow to adopt new technology