Keith Costello, president and CEO, Canadian Institute of Financial Planners, explains why a one-size-fits-all best interest standard won’t work.
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Several major initiatives could launch this year
Regulators are also forming a new advisory committee to review SRO consolidation
Three-year plan focuses on CFR enforcement, dispute resolution and crypto
Firm violated securities rules by breaching concentration limits, misleading investors
The Canadian banking industry's push south comes after U.S. President Joe Biden issued a broad executive order calling for increased competition