Advisors and their firms should avoid the growing trend of blaming clients if it is their own processes that are at fault
The CRM will help ensure a consistent standard of conduct in the investing process and enhance respect for advisors and firms
The new Fund Facts document is a major step forward; it should be tested and reviewed before further changes are made
Canadian financial regulators are hampered by the gridlock that comes with fragmentation. Independent oversight could promote new ways of thinking
A securities regulator eager to prove its investor-protection bona fides could hardly ask for a better opportunity
Existing protections should not be removed until the new document has been improved to ensure investors have the information they need
Shareholders are taking increasing interest in the management of companies, and many are prepared to back their demands for change through proxy battles
Both consumers and the stability of insurance companies would benefit from decisive action to regulate a sector that has escaped oversight for too long
An expert working group is looking at ways to promote stability by making structural changes
Editorial: Last-minute policy reversals undermine an already fragile trust between tax authorities and the public
CEO Ken Rae sells his stake but stays on as key leader
The Liberals’ re-election prospects look promising thanks to the co-operation of Big Pharma
Why the energy transition still matters
Hint: it has nothing to do with how frequently these investments are priced
We can’t rule out a future change to the capital gains inclusion rate, but Ottawa has reversed course for now
Cait’s policy contract review framework is the right template, but it should be a regulatory requirement
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
Facing the new competition for clients: Guest Column
Rocky markets, technology and changing demographics mean advisors need to boost client engagement