Concerns about investor harm arise as trailers persist, despite 2012 ban
Business model in peril, if investors start to trust AI agents
Targeted support services intended to combat advice gap
44% of respondents felt negative about their investments, up from 32% in 2024
Clients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 — advisors should explain the changes in advance
Regulator details plans for "targeted support" framework to launch in 2026
Many Canadians skip professional advice on major financial decisions: Leger
SRO would allow discount brokers to boost communication with investors