Less power for OBSI?
Investor advocates say the new rules to not go far enough
- By: James Langton
- July 26, 2012 October 19, 2019
- 23:00
Latest news in Front Page
Update on eData
Distributors will be able to offer improved, one-stop reporting
- By: Brent Jolly
- July 26, 2012 October 19, 2019
- 23:00
Lee-Chin’s second coming
Entrepreneur is back with private equity and mutual funds
- By: Jade Hemeon
- July 26, 2012 October 19, 2019
- 23:00
Shining a light on fees
Disclosure proposals require dealers to show clients annually what advisors are paid for products and services
- By: James Langton
- June 20, 2012 October 19, 2019
- 23:00
Limiting OBAs
"Widest" perspectives on OBAs that regulators have taken
- By: Olivia Glauberzon
- June 20, 2012 October 19, 2019
- 23:00
Going mobile
Mobile digital devices have become essential tools for advisors
- By: Megan Harman
- May 24, 2012 October 19, 2019
- 23:01
Will GMWBs survive?
Several firms temporarily suspend GMWB sales
- By: Olivia Glauberzon
- May 24, 2012 October 19, 2019
- 23:00
OBSI proposes changes
Securities regulators haven't done much for OBSI
- By: James Langton
- May 24, 2012 October 19, 2019
- 23:00
Registration frustration
Two fund manager registration models have been proposed by regulators
- By: James Langton
- April 27, 2012 October 19, 2019
- 11:00
Corporate “rebirth”
New energy at Matrix Asset Management
- By: Jade Hemeon
- April 27, 2012 October 19, 2019
- 11:00
Regulator to review client relationships
FSCO to examine how life agents make client recommendations
- By: Olivia Glauberzon
- April 27, 2012 October 19, 2019
- 11:00
Regulation: Building stronger relationships
Implementation of the just approved CRM will take several years
- By: James Langton
- March 29, 2012 October 19, 2019
- 23:00
Accounting: Standing united?
Merger of accounting groups no sure thing
- By: Rudy Mezzetta
- March 29, 2012 October 19, 2019
- 23:00
Fiera Sceptre: Ambition writ large
Natcan deal will created a strong fixed-income team
- By: Catherine Harris
- March 29, 2012 October 19, 2019
- 23:00
Advice: Talk about banking
As the big banks push further into the financial advisory business, independent advisors are fending off the competition
- By: Megan Harman
- March 5, 2012 October 19, 2019
- 11:10
Budget 2012: Targeting taxes
The wish list sent by Canada’s financial services industry to the federal government is long and varied — from better tax treatment
- By: Rudy Mezzetta
- March 5, 2012 October 19, 2019
- 11:04
New OSC initiatives
It’s creating a research group and an Office of the Investor
- By: James Langton
- February 29, 2012 October 19, 2019
- 12:00
Group RESPs: Under review
Dealers of group resps say they are facing some “unprecedented” requirements as part of the regulatory overhaul of this sector.
- By: James Langton
- February 22, 2012 October 19, 2019
- 11:11
Playing it safe
Clients are taking a conservative approach to their savings
- By: Jade Hemeon
- February 22, 2012 October 19, 2019
- 11:06
Reining in MGAs
New regulatory requirements for managing general agencies in British Columbia
- By: Olivia Glauberzon
- February 22, 2012 October 19, 2019
- 11:01
Insurance: A change in course
“Quality over quantity” is the mantra of smaller insurers these days
- By: Olivia Glauberzon
- February 6, 2012 October 19, 2019
- 11:21
Provinces: Sluggish growth
Like many other provinces, Ontario faces slow economic growth this year
- By: Jade Hemeon
- February 6, 2012 October 19, 2019
- 11:16
Ottawa’s new strategy on regulator
Feds looking for a way to comply with SCC decision
- By: James Langton
- February 6, 2012 October 19, 2019
- 11:02
Taxation: “Bring your own device” taxable?
Even tax rules are catching up with the personal digital revolution.
- By: Rudy Mezzetta
- January 20, 2012 October 19, 2019
- 13:05
Insurance: Growing overseas
Low interest rates and volatile stock markets in North America have pushed Canadian insurers to expand their ventures in emerging markets.
- By: Olivia Glauberzon
- January 20, 2012 October 19, 2019
- 12:57