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  1. Home
  2. Client-focused reforms

Client-focused reforms

Ellen Bessner

Do your notes pass the sniff test?

April 8, 2024 Ellen Bessner
Dispute at desk
News

Binding dispute resolution a bitter pill for industry to swallow

March 11, 2024 James Langton
see-saw with king chess piece and pawns
Regulation

Regulators update warning on advisor awards

December 8, 2023 Melissa Shin
A gavel rests on its sounding block with a several law books and a justice scale out of fucus in the background. A cool blue cast dominates the scene. (A gavel rests on its sounding block with a several law books and a justice scale out of fucus in t
News

OSC aces audit follow-up, government needs work

December 6, 2023 James Langton
Big binders
Ellen Bessner

A perfect storm lies ahead for advisors and dealers

November 20, 2023 Ellen Bessner
News

OSC priorities include lifting limitations on advice

November 16, 2023 James Langton
three colleagues discussing their business prospects and looking at laptop screen
News

Patron saint of investor protection passes away

October 23, 2023 James Langton
From the Regulators

CSA finalizes derivatives conduct rules

September 28, 2023 James Langton
rules and regulations
Comment & Insight

Crackdown on empty accolades a win for clients and advisors alike

August 28, 2023 IE Staff
winner celebrate
From the Regulators

Most firms falling short in conflict compliance

August 3, 2023 James Langton
Blackboard rating
From the Regulators

CFRs, crypto firms top OSC compliance reviews

July 27, 2023 James Langton
News

SRO proposal highlights investor restitution challenges

June 2, 2023 James Langton
investor restitution challenges
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