Average monthly revenues down, expenses up since Covid-19 hit
The bank was fined $400,000 after it overcharged seniors $31 million
New regulations take effect Nov. 15
Court denies leave to appeal certification decision in a BMO funds case
The Montreal-based co-op is the latest Canadian firm to offer no-fee trading
The CSA is expected to propose new cost reporting for investors
The firm is also renaming certain mutual funds and eliminating the O series of nine funds
DIY plus fee-only planning was the choice for one millennial
The legal team gets $20 million, and a former advisor turned plaintiff was awarded $50,000
Advisors are largely happy with their grids, even with firms turning more attention to fee-based platforms