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Keyword: Account statements

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Interest rate peak

A weaker loonie won't necessarily stoke inflation, report says

investor protection

Group to focus on investor-advisor relationships, complaints, suitability

Group split

Provincial groups and the national body are at odds over how best to represent CPAs across the country

Focus on Mutual Funds Special Report

U.S. research finds that benchmarks matter in fund performance reporting

Young brunette curly female reading her bill papers, looking stressed

Several dealers saw upticks in their ratings after upgrading their statements and client portals, but shortcomings persist

People of different backgrounds wearing masks

SRO review finds a variety of reasons for botched return calculations

Magnifying glass icon in flat style. Search loupe on color background. Business analytic charts illustration. Vector design object for you project

Some investors may see a zero on their June 30 statements

Target hit in the center by arrow

Fund dealers were advised to examine their client reports for unusual or incorrect information

world map, emerging markets and international global businesses

A new report examines cooperation to ensure the safety and efficiency of financial market infrastructures

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Overloading investors with information can be counterproductive