Regulators to explore the regulation, provision of advice online
Regulator's exam division sets compliance priorities for 2024
Toronto-based Obsiido plans to launch a service for advisors later this year
Robo-advisor violated rules when touting hypothetical performance
Report on industry conflicts to be published soon with CSA, CIRO
The focus is on serving younger, less knowledgeable clients
Clients missed out on potential tax benefits after firm failed to alert them to changes in automated service
Three in 10 investors were overconfident about their investment knowledge, but women and investors with advisors tended to be underconfident
Automated advice optimizes debt management, FCA finds — if consumers let it
Firm touted lack of fees while making money on investors' cash holdings