S&P/TSX composite sheds 50 points
Applicants should have an excellent knowledge of Ontario securities law and significant practice experience in securities litigation
BMO WealthPath aims to be a more interactive and collaborative way to engage clients in financial planning discussions
Revisions designed to address key weaknesses exposed by the financial crisis
Investment firm’s long-term approach and deep expertise make it a welcome partner to insurance brokerage
Greenchip Financial will subadvise global environmental equity fund
Pictet Asset Management’s thematic equities team will subadvise the funds
The investment manager seeks approval to convert two closed-end funds
NYSE Arca and Nadaq failed to prove fees challenged by SIMFA were fair
Less restrictive investment minimums open product to more clients
Report calls on government to improve Canada’s international competitiveness within three years
Cannabis shares pull back a day after they enjoyed large gains
One client lost $30,000 and another lost $212,000 as a result of advisor’s misconduct
Precious metals action calms, while Dow Jones tops 50K
Report calls for action on data gaps, surveillance, leverage
Trade deficit remains unchanged amid shifting tariff policy, Fitch reports
Trust account used in fraud, misappropriation, Law Society finds
Policy failed to cover hedge fund investment that turned out to be a fraud
Firm allegedly touted stocks on social media, while selling its holdings
The honours will be presented Feb. 12, at the association's Embrace the Challenge event
Start with flexibility, tax efficiency, simplicity
Brokers, MGAs, software providers and TPAs set to evolve
Plus, moves at Our Family Office, Harvest ETFs, Manulife Wealth, Canada Life and more
Plus, Wellington-Alus Private Counsel and Ninepoint Partners add new talent
Also, moves at Mackenzie Investments, Edward Jones Canada and the CSA
Plus, National Bank changes diversified equity fund
Net monthly ETF inflows reach $22B in January: report
Plus, other firms launch new products, tweak their fund lineups