Tough operating environment, tech and ESG issues amplified by Covid-19
The client-focused reforms will require you to demonstrate that you’ve considered a “reasonable range of alternatives”
The Tax Court of Canada has implemented several tactics for clearing delayed cases, but don't expect a fully virtual courtroom
Robo assets under administration increased this year, and B2B demand is growing
Managing general agencies have compressed half a decade's worth of change into a few months
Advisors may have to consider 1 million data points per day when the CFRs come into force
Richardson GMP report compared recent investor behaviour to the late-1990s tech boom
Covid-19 has accelerated changes that were already underway, advisors said
Effective compliance measures mean you’re less likely to lose clients
Industry vet gets full-time gig after joining firm as an advisor in March