Here’s what you need to know about CIRO’s new proficiency model
Switch to an exam-based model is to take effect Jan. 1, 2026
- By: Noushin Ziafati
- May 2, 2025 May 2, 2025
- 10:46
Switch to an exam-based model is to take effect Jan. 1, 2026
Richardson starts using CapIntel, and three Canadian fintechs selected to Google program
Investors turning to Europe as U.S. policy proves unpredictable
“Fear and uncertainty cascaded across financial and currency markets" during the quarter: Northern Trust Canada CEO
Prescribed rate for the third quarter to decrease by one percentage point — to 3%
Retirees who don't need the cash flow should wait for details on Liberals' temporary measure to reduce mandatory minimum withdrawals
Industry group calls on SEC to ease constraints
Including $806 billion invested in finance and insurance overseas
The Richardson Wealth parent lost $4.1 million in the first quarter, despite reaching $39.2 billion in AUA
But single parents and singles under 65 earned less
The newly launched CAMEA released a set of policy recommendations on Wednesday
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