SRO details its policy priorities for fiscal 2026
Regulator proposes new "targeted support" model for collective advice
Survey suggests financial advisors emphasize value, build trust, communicate regularly
It’s time to dig deeper to understand how Canadians want to receive financial planning advice
This growth opportunity requires freeing advisors from time constraints and meeting demand for hybrid advice
European regulators make recommendations for revitalizing capital markets
Expanding access to advice, standardizing KYC data collection on SRO's agenda
Hybrid model may provide better client outcomes
This emerging model requires investment in integrated tech
Client attrition trends and regulatory reform demand digital adoption