Three states rush to defend regulations that require retirement investment advisors to put the interests of their clients above their own financial gain
Firm’s global equity pool sees reductions in management and fixed administration fees
Holt Fintech Acceleration Program will provide support, training and mentorship for 10 fintech entrepreneurs
Advisors’ businesses are stronger than ever
U.S. markets also gain ground
Set realistic client expectations and consider adding high-yield bonds to fixed-income portfolios, Leith Wheeler executives advise
Almost $3 million has been forfeited to Ontario’s Civil Remedies for Illicit Activities Office
Canada ranks third globally on financial knowledge, attitudes and behaviour
An oversight review from CSA notes only two low- and medium-priority issues, which are being addressed
The fund will be de-listed from the Toronto Stock Exchange on June 29
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