What KYP reforms mean for advisors
Experts at an InvestorCOM webinar discussed how firms are preparing for the client-focused reforms
- By: Michelle Schriver
- May 7, 2021 May 7, 2021
- 10:40
Experts at an InvestorCOM webinar discussed how firms are preparing for the client-focused reforms
Canada's unemployment rate jumped to 8.1% as the country posted 207,000 job losses in April, according to StatsCan
Rising global interest rates pose a threat to the U.S. financial system, the Fed said in a recent report
New regulatory research will feed into reforms to shadow banking oversight
The OSC advisory group is facing a long list of investor issues
Jimmy Jean succeeds François Dupuis, who is retiring after more than 30 years with Desjardins
Home prices could increase by 14% by the end of the year, said the federal agency
The firm saw record gross sales of seg funds and mutual funds in the quarter
J.D. Power ranked wealth management firms based on investor satisfaction
The deal will allow BLG to expand and automate its regulatory compliance services
The bank is projecting economic growth of 7.25% for the U.K. in 2021
The company's earnings benefited from higher new business in Asia and the U.S. and core investment gains
The insurer attributed its gain to favourable equity markets and interest rate changes
The S&P/TSX composite index rose 58.63 points to 32,058.73
The central bank issued a summary of its overnight-rate deliberations earlier this month
Americans’ assessments of their current economic situation tumbled: survey
Retail investors targeted by so-called investment groups on social media
The increase is part of an effort to beef up anti-money laundering measures
Accountant allegedly found assets used to lure investors to schemes
The pension fund is investing up to US$1.05 billion
Plus, promotions at Harvest and Ontario Teachers' Pension Plan Board
High-profile firms and their clients were targeted in 2025
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
Mutual fund, ETF AUM rose for the seventh consecutive month
Plus, other product launches and news, including more ESG fund terminations
More than 300 new products landed in 2025 — a new record