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CFRs, CE and cybersecurity among CIRO’s priorities for 2024

The SRO also updated its exam timeline for mutual fund dealers

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Tech roundup: Webull app offers interest on uninvested cash

Also, Koyfin data platform now includes Canadian mutual funds

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How much Big Six wealth management execs made in 2023

Total compensation ranged from $6.30 million to $7.56 million

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Wholesale sales rose 0.1% in January

For a fourth consecutive month, the personal and household goods subsector also rose

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Quebec proposes to boost QPP benefit for disabled seniors

Under the proposal, 77,000 people would see their pension increase starting next year, government says

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CRA updates UHT guidance even as proposed changes remain unenacted

Deadline for filing underused housing tax return for 2022 and 2023 is April 30

home building

February housing starts increased 14% from January, finds CMHC

Slower housing starts have been expected this year as borrowing conditions and labour shortages affect the pace of building

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Financial services execs investing in generative AI: report

Many professionals were also concerned about cybersecurity threats

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Renters have harder time accumulating wealth: RBC economist

Homeowners' net worth has reached greater levels in comparison

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Making the most of momentum ETFs

An attractive aspect of the momentum factor is that it’s style-agnostic

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What to know when advising Muslim clients

Challenges include product availability, proper portfolio construction

The slow work of converting social media followers to clients

Committing to a platform and showing your personality can help with prospecting

  • By: Mark Burgess
  • September 22, 2023 September 22, 2023
  • 08:35

Firm hopes to support younger advisors through new practice financing program

Richardson Wealth launched a flexible program earlier this year to fund internal succession plans

How to write a job posting for an assistant

Every job posting must answer three main questions