Keyword: Mutual fund dealers

156 results found
investor restitution challenges

Self-regulatory organization consults on proposed disgorgement distribution policy

new rules

Approval regime, proficiency are among areas covered in latest consultation

advisor client meeting

Self-regulatory organization aims to harmonize with CSA's revised requirements

Personal finances

Integration costs to be paid by 2027, SRO projects

Group of business people holding puzzle pieces at a boardroom table

CIRO decides discretionary, discount accounts for fund dealers won't be pursued as part of rulebook consolidation project

Yellow down arrows over a financial graph

Competition and regulation pressuring firms' margins, earnings

Angry client

Fraud claims pass suitability issues among investment cases

Blue spikes

Bond ETFs drove sales up in June, IFIC says

Direction of stock market.opportunity time.buy and sell.change for chance.positive thinking

Self-regulatory organization reported year-over-year decline in decisions and sanctions

Failing to reveal impaired driving incident leads to denial