The move is part of the certification body's revised rules and procedures
For clients making life changes during Covid-19, advisors are providing clarity
ETFs, mutual funds scored record assets last year
Equity funds led the way in a busy month for new launches
At FP Canada's ethics session, financial planners were urged to proactively address client changes
Move sparks discussion about captive model and compensation
OSC head expressed concern about banks' response to the client-focused reforms
Many small and medium-sized enterprises have an optimistic outlook, polls suggest, while others worry about expiring aid
An expert panel urged advisors to strictly adhere to a code of ethics
Macroeconomic risks help drive growth