Lofty post-pandemic outlays can't last, given higher debt servicing costs
Revenues in wealth management increased 6% year over year
Deal brings Conquest software to CapIntel platform
Grayscale Investments won its challenge of an SEC decision
How financial advisors rated their firms’ performance
Editorial: With their warning, the regulators acknowledged that pay-to-play awards are not harmless puffery
Methodology for the Report Card for 2023
Regulator urged administrators to assess and mitigate risks
A total of 406 people wrote the exam
The FP Canada Standards Council released its annual enforcement activity