Firms are expected to search for and freeze assets
The joint guidelines aim to harmonize requirements for firms to assess the suitability of top managers and executives
The budget increases the basic personal exemption by up to $3,000 for taxable income up to $75,000
There’s great trust in advisors as more than half of investors surveyed said they would follow their advisors if they switched firms
The OSC survey also finds that many Ontarians are planning to use their homes to help fund their retirements
Name change represents final stage of management-led buyout of diversified assets business of SAM
Retail Strategy Task Force will develop initiatives to identify misconduct impacting retail investors
Revised fee schedule aims to boost liquidity
Wall St. down on North Korea warnings
The Elite Pricing program now includes auto-switching, “householding” and new rebate thresholds
They also favor a ban or sunsetting of unequal voting rights
Regulators release new cybersecurity resource for advisors
The firms with which advisors are most pleased come from every channel in the Report Card series, but share some key traits
The Canadian dollar traded for 72.60 cents US, up slightly from Wednesday
Fitch has a neutral outlook for global banks, amid resilient economy
Average weekly earnings rose to $1,312: Statistics Canada
Firm failed to report attempted suspicious transactions
OSFI says household debt relative to income remains high, but stable
Exchange to drop "minor violation" process, add new remediation function
QAFP exam has one more sitting before title protection transition ends
Help clients benefit from opportunities with TFSAs, RRSPs, RRIFs and more
The institute will work with Business Future Pathways on the guidelines
Plus, Wellington-Alus Private Counsel and Ninepoint Partners add new talent
Also, moves at Mackenzie Investments, Edward Jones Canada and the CSA
Plus, moves at BMO Private Wealth, Fiera Capital and CIBC GAM
Plus, other product launches and news, including more ESG fund terminations
More than 300 new products landed in 2025 — a new record
Plus, a new ETF provider enters the scene, other products announced, firms make fund changes