Although average assets under management and productivity rose year-over-year, there are signs the industry is evolving as advisors adopt fee-for-service arrangements and cater to clients…
Loonie, Wall Street markets move lower
The Quadrus rep failed to disclose a criminal charge and a conditional discharge
MD Financial will operate as a distinct, stand-alone brand within Scotia Wealth Management upon the closing of the deal
U.S. tariffs come as talks regarding the North American Free Trade Agreement continue.
The deployment of people, capital and technology will separate winners from losers
Publishing the data recognizes IIROC’s ability to leverage data already collected by it for regulatory purposes
Data breaches and concerns over online privacy are creating new risks for Canadian businesses
The deal boosts Fiera’s total AUM to more than $136 billion and makes it a “competitive force” in the HNW market
The ETF sector on the exchange has reached a record high of $150 billion in assets under management
Canada’s economy grew at an annualized pace of 1.3% for the first three months of the year
The association will lead a consultation on Guideline G19 with participation by both advisors and insurers
An interest rate hike could be coming as the economy picks up steam
The rebound was triggered by the end of a strike at Kaiser Permanente and improved weather across the country
Private equity was identified as top choice of alternatives asset class
Trump address on Iran war rattles market optimism
Ex-rep seeking to challenge constitutionality of BCSC records seizure
Fraudster sentenced in absentia after pleading guilty
SRO drops mandatory close-out proposal, adds new conduct-based approach
They can be a powerful tool when dealing with complicated family dynamics or alternative assets
Plus, notetaking AI in insurance, BMO's tokenized cash and tech partnerships
Getting it wrong could draw regulators’ ire, put you at legal risk
Plus, appointments at Sun Life, Connor, Clark & Lunn, Sapling Financial and more
Plus, EQB gains talent, Fiera CEO on medical leave, and a leadership transition at Hazelview
Deputy governor posts to filled via an internal recruitment process
When successful business owners maximize their registered plans, RCAs can help plan for future income needs
S&P 500 adds another 0.7% after Tuesday's big leap
Plus, a new ETF from Vanguard, TD issues a green bond and multiple fund changes announced