Re: Who will pay for CIRO’s data breach?
If CIRO caves to industry pressure to use restricted funds for the data breach, the self-regulatory model must be reconsidered
Latest news in Letters to the Editor
Opinion: Who will pay for CIRO’s data breach?
It’s a $100-million question without clear answers
- By: Barb Amsden
- February 24, 2026 February 24, 2026
- 13:21
Re: Blue Owl ‘quake’ is not what it seems
This is a structural mismatch the industry has been slow to confront and that some commentators appear eager to deflect
- By: Harvey Naglie
- February 24, 2026 February 24, 2026
- 09:16
Opinion: Blue Owl ‘quake’ is not what it seems
The asset manager sold assets and committed to distributing proceeds across its investor base — this is no liquidity crisis
- By: Benjamin Sinclair
- February 23, 2026 February 23, 2026
- 11:50
Opinion: When index inclusion comes first, advisors need to rethink access
Index-ready IPOs represent an opportunity for portfolio managers
- By: Jay Bala
- February 13, 2026 February 13, 2026
- 11:13
Re: Implement the CPP Pension Delay Guarantee
On Bonnie-Jeanne MacDonald's idea for a money-back guarantee, designed to encourage Canadians to delay receiving CPP benefits
- December 29, 2025 December 29, 2025
- 14:10
Opinion: 10 trends reshaping Canada’s investment advisory landscape
AI, private banking, the shift from independence and more
- By: Michael Konopaski
- December 17, 2025 December 17, 2025
- 08:54
Letter: Canada’s financial literacy gap
Re: We can close Canada’s widening financial literacy gap
- By: Harvey Naglie
- November 24, 2025 November 24, 2025
- 14:52
Opinion: We can close Canada’s widening financial literacy gap
Financial education must be continuous, inclusive and grounded in reading, writing and numeracy — throughout life
- By: Mélanie Valcin
- November 21, 2025 November 21, 2025
- 01:36
Opinion: Stop obsessing about financial literacy
AI should be built for consumer power, not pop quizzes
- By: Harvey Naglie
- November 17, 2025 November 17, 2025
- 10:37
Opinion: Advisor incorporation and the retail investor
The proposal has national implications — CIRO should work on this with the CSA
- By: Ken Kivenko
- November 11, 2025 November 11, 2025
- 14:42
Opinion: Protecting more, risking less
Canada should boost deposit insurance — here’s why
- By: Laura Paglia
- November 4, 2025 November 3, 2025
- 01:03
Opinion: CIRO’s data freeze is a regulatory failure
Without systematic data collection, CIRO can’t identify and address structural risks before they do harm
- By: Harvey Naglie
- October 30, 2025 October 29, 2025
- 01:54
Opinion: Post-retirement planning is the ultimate gift of love and security
How and why to help your clients prepare for their passing
- By: Greg Barnsdale
- October 27, 2025 October 26, 2025
- 01:57
Opinion: To fortify the loonie, we must digitize it
Canadians need to build a new financial architecture, not simply adopt a blueprint designed by others
- By: Daniel Ordibehesht
- October 23, 2025 October 22, 2025
- 01:03
Opinion: Smarter supervision, not less regulation, is the path forward
Re: Reducing regulation could help advisors serve mass market clients: C.D. Howe
- By: Harvey Naglie
- October 9, 2025 October 9, 2025
- 11:56
Opinion: Life insurance industry’s neglect of orphan policyholders poses long-term risks
Sector should enlist AI plus human expertise to avoid losing Canadians’ trust
- By: Rhona Konnelly
- September 25, 2025 November 3, 2025
- 14:32
Opinion: Don’t bet on it
Twenty years of investing versus two decades of betting — sports gambling is costing young Canadians dearly
- By: Ian Bragg
- September 18, 2025 September 18, 2025
- 09:09
Letter: Plain language, not oversimplification
Don't supply investors with more readable materials, equip them with actionable insights and comparable data at the point of decision-making
- By: Harvey Naglie
- September 16, 2025 September 16, 2025
- 10:07
Opinion: Adding the value of small managers
An argument for doing business with smaller asset management firms, and how to get from here to there
- By: Kevin Foley
- August 21, 2025 August 21, 2025
- 11:24
Opinion: Reframing the orphan client reality
A response to the July 31, 2025 Investment Executive article: “FSRA’s MGA Licensing proposal draws praise — and suggestions for improvement”
- By: Rhona Konnelly
- August 6, 2025 August 6, 2025
- 11:45
Opinion: Advocating for orphan clients
A response to Rhona Konnelly’s letter to the editor: “Reframing the orphan client reality”
- By: Harold Geller
- August 6, 2025 August 6, 2025
- 11:45
Opinion: CRA can improve its administration of bare trusts and the Canada child benefit
Two report summaries from the Office of the Taxpayers’ Ombudsperson
- By: François Boileau
- August 5, 2025 August 5, 2025
- 15:42
Opinion: Beyond binding authority — improving Canada’s complaint-handling system
Binding authority represents progress, but system-wide reform is still needed
- By: Harvey Naglie
- August 5, 2025 August 5, 2025
- 05:44
Opinion: Clients who act as executors or powers of attorney need training
The argument for a personal fiduciary certificate program
- By: Mark O’Farrell and Barb Amsden
- July 29, 2025 July 28, 2025
- 04:12