Skip to content
Opens in a new window Opens an external site Opens an external site in a new window
  • Subscribe
  • News
  • Perspective
  • Report Cards
  • Partner Content
  • CE Corner
  • Soundbites
  • News
    • Industry
    • Regulation
    • Markets
    • Economy
    • Product
    • Tax and Estate
    • People
  • Perspective
    • Editorials
    • Letters to the Editor
    • Columns
  • Report Cards
    • Brokerage Report Card
    • Dealers’ Report Card
    • Report Card on Banks
    • Advisors’ Report Card
    • Special Reports
  • Partner Content
    • Appointment Notices
    • Brand Knowledge
    • Expert Advice
    • Partner Reports
    • Webinars
    • Events
  • CE Corner
  • Soundbites
  1. Home
  2. Client-focused reforms

Client-focused reforms

Susan Silma

Demonstrate commitment to client outcomes with the CFRs

February 2, 2022 Susan Silma
Industry

Banks deny impropriety

January 24, 2022 James Langton
piggy banks proliferate
Regulation

As CFRs loom, IIROC offers guidance

December 17, 2021 James Langton
Industry

OSC efforts undermined by lobbying and politics, says audit

December 3, 2021 James Langton
Regulation

Regulatory inaction costs investors billions, audit finds

December 1, 2021 James Langton
Regulation

OSC launches review of bank-owned dealers

November 30, 2021 James Langton
business man using magnifying glass to inspect documents
Regulation

Ontario calls for action on shelf space shrinkage

November 23, 2021 James Langton
Queen's park, Ontario
Product

Banks’ product shelf restrictions face scrutiny at Advocis event

November 17, 2021 Michelle Schriver
Modern urban skyscrapers in downtown Chicago from below to the blue summer sky. Sun reflecting in the glass facades of the urban futuristic buildings. Chicago, Illinois, USA
Pat Dunwoody

Validate your processes and think “win-win” when it comes to applying CFRs

November 9, 2021 Pat Dunwoody
winner
Susan Silma

New KYC requirement protects vulnerable clients

November 3, 2021 Susan Silma
advisor-client meeting
Comment & Insight

CRM3 a do-over for beleaguered regulators

October 12, 2021 IE Staff
notebook start again
News

Disclosure reforms draw praise, concern

October 12, 2021 James Langton
announcement
Previous
1…45678…11
Next
Investment Executive

Follow us:

  • linkedin

  • News
    • Industry
    • Regulation
    • Markets
    • Economy
    • Product
    • Tax and Estate
    • People
  • Perspective
    • Editorials
    • Letters to the Editor
    • Columns
  • Report Cards
    • Brokerage Report Card
    • Dealers’ Report Card
    • Report Card on Banks
    • Advisors’ Report Card
    • Special Reports
  • Partner Content
    • Appointment Notices
    • Brand Knowledge
    • Expert Advice
    • Partner Reports
    • Webinars
    • Events
  • CE Corner
  • Soundbites
Subscribe Log In

  • About Us
  • Statement of Ethics
  • Reprints and Permissions
  • Terms of Use
  • Privacy Policy
  • Accessibility
  • Advertise
  • AI Policy
  • Contact Us

Newcom Media

© 2026 Newcom Media Inc.

Our Brands

  • Finance et Investissement
  • Advisor.ca
  • Conseiller.ca