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Businessman talking with financial advisor in bank

Investors enjoy DIY investing, relying more on social media for information

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CIRO survey finds investors relying on social media, ranking it as worthy as traditional advice

Horn speaker for public relations sign symbol, vintage color - sun with blue sky

Designation holders have six months to obtain a different credential to use the financial advisor title

Silhouttes of Two Business People Having a Handshake

SRO says post-pandemic rules facilitate flexible working models

ESG investing

Secret shopper exercise highlights the need to align client goals with appropriate investments

Silhouette of man at sunset

The regulator also wants to toughen enforcement and see better advice given at banks

Laurentian bank logo on building

Deal includes 16,000 accounts, $2 billion in assets, 30 advisors

Judge makes ruling

Association paid outstanding invoice, plus interest and majority of legal fees, SeeWhy says


Off-channel communications hamper regulatory oversight

Judge gavel, scales of justice and law books in court

The claim is the third against the national financial advisors association in recent months