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Week of November 23, 2024
Your Weekly e-newsletter and alerts
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Editor's choice
Help your client sell their beneficial interest in an estate
Columns
Help your client sell their beneficial interest in an estate
Here’s your helpful guide to advising clients on a complex estate sales process
November 18, 2024
 
CIRO poised to take over dealer registration
From the Regulators
CIRO poised to take over dealer registration
OSC to delegate registration to CIRO, rest of CSA considering it too
November 20, 2024
How loyal are advisors to their firms or banks?
Advisors’ Report Card
How loyal are advisors to their firms or banks?
In the 2024 Advisors' Report Card, we assessed Net Promoter Score® results across the advice industry
November 15, 2024
From the Regulators
CSA to expand electronic access disclosure model
Regulators aim to address concerns about retail investor protection
November 19, 2024
Advisors’ Report Card
Advisors feeling cybersecure
Restrictive security measures, advisor training and fraud prevention help keep clients’ data safe
November 15, 2024
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