Clients like CRM2 statements but fees still a little fuzzy: survey
Investment Funds Institute of Canada report finds inflation and interest rates led Canadians to invest less last year
- By: Jonathan Got
- October 22, 2024 October 22, 2024
- 07:15
Investment Funds Institute of Canada report finds inflation and interest rates led Canadians to invest less last year
Exam division details compliance priorities for year ahead
Self-regulatory organization consults on proposed disgorgement distribution policy
Half-a-percentage-point cut could be on tap for Wednesday
Move from hourly to flat rate will improve transparency, efficiency: regulator
Including the next generation in family discussions can help advisors build trust and retain clients
Deal builds on Harbourfront’s recent purchase of Cornerstone Investment Counsel Ltd., which was completed in June 2024
Launches from Evolve ETFs, BlackRock come as central banks ease
Expansion pegged at an annualized rate of 4.6% -- below 5% goal
Federal Reserve research suggests consumer spending is the primary driver of the U.S. economy
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