Re: Financial services now part of Canadian Free Trade Agreement
The move will serve as a critical test of whether Ontario will act with speed and purpose to realize CFTA's potential
The move will serve as a critical test of whether Ontario will act with speed and purpose to realize CFTA's potential
Prompt complaint resolution is key to capital market integrity — the SRO’s phase six rule consolidation whiffed
ETFs are being approved under rules that weren't designed to govern them, and sold without sufficient explanation
A right without a proper remedy is not protection; it's a press release
While the U.K. is fast-tracking reforms, Canada's regulators are absorbed in process design
"Fewer firms with greater scale means reduced competitive pressure, higher switching costs and diminished client leverage" writes Harvey Naglie
Clients are more empowered than ever — this is a key moment for the Canadian financial advice industry
FSRA did not invent a consumer protection problem — it found one
If CIRO caves to industry pressure to use restricted funds for the data breach, the self-regulatory model must be reconsidered
It’s a $100-million question without clear answers
This is a structural mismatch the industry has been slow to confront and that some commentators appear eager to deflect
The asset manager sold assets and committed to distributing proceeds across its investor base — this is no liquidity crisis
Index-ready IPOs represent an opportunity for portfolio managers
On Bonnie-Jeanne MacDonald's idea for a money-back guarantee, designed to encourage Canadians to delay receiving CPP benefits
AI, private banking, the shift from independence and more
Re: We can close Canada’s widening financial literacy gap
Financial education must be continuous, inclusive and grounded in reading, writing and numeracy — throughout life
AI should be built for consumer power, not pop quizzes
The proposal has national implications — CIRO should work on this with the CSA
Canada should boost deposit insurance — here’s why
Without systematic data collection, CIRO can’t identify and address structural risks before they do harm
How and why to help your clients prepare for their passing
Canadians need to build a new financial architecture, not simply adopt a blueprint designed by others
Re: Reducing regulation could help advisors serve mass market clients: C.D. Howe
Sector should enlist AI plus human expertise to avoid losing Canadians’ trust