New law that was set to come into effect on July 1 and would’ve allowed individuals to sue companies that violate CASL has been put on hold for the time being
There’s pressure on advisors’ AUM at some firms, which is impacting their compensation negatively and also often affecting advisors’ views of their dealers
The terminating funds affected by the cancelled merger will now have their fees reduced to stay consistent with Dynamic’s overall pricing strategy
Regulation is one factor driving the consolidation trend
Dispute over BIS may threaten creation of national regulator
New vision for Sprott is more “narrowly constituted”
Study shows that Canadians who own insurance products tend to be more loyal to their advisors
But their progress may be threatened by U.S. economic and tax policies
Credential and National Bank have signed agreements to use Nest Wealth’s robo-advisor platform
Larry Tomei says giving clients the best treatment will help fuel HSBC Bank Canada's growth