SRO merger too simple?
Time to think bigger on SRO reform?
- By: James Langton
- November 23, 2020 December 11, 2020
- 00:12
Latest news in News
Task force to address dearth of new listings
A goal for the final report is to spur more independent dealers
- By: James Langton
- November 23, 2020 December 11, 2020
- 00:11
Hope for small dealers in industry reforms
The death of independent dealers was greatly exaggerated
- By: James Langton
- November 2, 2020 November 17, 2020
- 00:19
Research reveals HNW investors’ motivations
Wealthy investors rely more on professional advice, study finds
- By: James Langton
- November 2, 2020 November 17, 2020
- 00:18
Aligned deal means new product channel for CI
The deal fits CI’s strategy to expand its wealth management business
- By: Rudy Mezzetta
- November 2, 2020 November 17, 2020
- 00:17
Diversity deficit within public firms persists
Critics say efforts to improve gender diversity at the board level have benefited mostly white women
- By: Maddie Johnson
- November 2, 2020 November 17, 2020
- 00:16
Insurance veteran lands at FHG
Denis Blackburn, a child of two insurance advisors, says his favourite part of the job is building relationships
- By: Fiona Collie
- November 2, 2020 November 17, 2020
- 00:15
Tensions high ahead of U.S. election
Corporate tax policy is likely to be the main market-mover
- By: Fiona Collie
- October 9, 2020 October 15, 2020
- 00:14
Facing deficit, Grits may target wealthy
Spending promises could lead to higher taxes, experts warn
- By: Rudy Mezzetta
- October 9, 2020 October 15, 2020
- 00:13
Regulators watching DSC sales ahead of ban
Concerns have intensified because of the pandemic
- By: James Langton
- October 9, 2020 October 8, 2020
- 00:12
Newsmaker: Standing up for investors
Jean-Paul Bureaud, the new executive director of FAIR Canada, says the investor advocacy group has a "very important" role to play
- By: Greg Dalgetty
- October 9, 2020 February 2, 2021
- 00:11
Support lacking for investor advocates
Governments and regulators aren’t funding independent advocacy
- By: Rudy Mezzetta
- September 21, 2020 September 21, 2020
- 00:20
Task force report draws criticism
Sweeping recommendations to reform Ontario’s securities laws are facing a barrage of criticism
- By: James Langton
- September 21, 2020 September 18, 2020
- 00:19
Fee confusion persists
Despite disclosures, investors still don’t know what they pay
- By: James Langton
- September 21, 2020 September 18, 2020
- 00:18
Pandemic hits financial services firms unequally
While banks increased loan-loss provisions, some firms rode rising markets for quarterly gains
- By: Catherine Harris
- September 21, 2020 September 18, 2020
- 00:17
Change won’t happen overnight
Eliminating anti-Black racism is a marathon, not a sprint
- By: Greg Dalgetty
- August 21, 2020 April 22, 2021
- 00:13
Task force proposes power boost
Ontario’s investor protection proposals could prompt change at the national level
- By: Rudy Mezzetta
- August 21, 2020 August 21, 2020
- 00:12
Crypto trading for all?
Wealthsimple is testing a cryptocurrency trading platform
- By: James Langton
- August 21, 2020 August 17, 2020
- 00:11
Investment industry steady through crisis
Almost 80% of firms were profitable in the first five months of this year — and industry employment figures hit a record-high in May
- By: James Langton
- August 21, 2020 August 20, 2020
- 00:10
Newsmaker: Failure is not an option
Wes Hall, executive chairman of Toronto-based Kingsdale Advisors, is on a mission to eliminate anti-Black systemic racism
- By: Greg Dalgetty
- August 21, 2020 September 16, 2020
- 00:09
Preparing for a second wave
Both targeted testing and isolation could combat a second wave
- By: James Langton
- June 5, 2020 June 10, 2020
- 00:22
Expect more client complaints
When volatility rises and asset prices fall, client complaints climb
- By: James Langton
- June 5, 2020 June 10, 2020
- 00:21
Clients look to take advantage of low interest rates
From prescribed rate loans to leveraged investing, opportunities (and pitfalls) abound
- By: Rudy Mezzetta
- June 5, 2020 June 10, 2020
- 00:20
Thank you, readers
Managing editor Grant McIntyre bids farewell upon his retirement
- By: Grant McIntyre
- June 5, 2020 June 10, 2020
- 00:19
Newsmaker: Empowering investors
Making complicated data accessible to advisors and their clients is at the core of Kunal Kapoor's mission
- By: Greg Dalgetty
- June 5, 2020 June 10, 2020
- 00:18