Impersonation scams threaten advisors and their clients
High-profile firms and their clients were targeted in 2025
Top stories
Industry moves: Two new adjudicators join Capital Markets Tribunal
Plus, promotions at Harvest and Ontario Teachers' Pension Plan Board
SEC charges seven groups in alleged crypto confidence scam
Retail investors targeted by so-called investment groups on social media
CPP Investments acquires minor stake in lubricants company Castrol
The pension fund is investing up to US$1.05 billion
Opinion: Investor protection is the OSC’s best competitiveness strategy
Investor protection enables capital formation
2025 — a year to remember
Despite extraordinary stock market gains, clients were driven to distraction by U.S. President Donald Trump’s trade war
Stock markets rise with the latest U.S. economic data ‘sending the right signals’
The S&P/TSX composite index rose 58.63 points to 32,058.73
Global private credit market reaches US$3.5 trillion AUM threshold: report
Alternative Credit Council research points to further growth, diversification in 2025
- By: Alisha Hiyate
Bank of Canada governing council says trade uncertainty clouding outlook
The central bank issued a summary of its overnight-rate deliberations earlier this month
Consumer confidence in U.S. slides in December to lowest level since tariffs rolled out in April
Americans’ assessments of their current economic situation tumbled: survey
U.S.-based notetaking AI to use Canadian data centre for advisor data
Woodgate Financial Inc., Assante Financial Management Ltd., are among Focal's customers
- By: Jonathan Got
Real GDP fell 0.3% in October: Statistics Canada
The agency is forecasting a 0.1% increase for November
Opinion: ETF investing in 2026
After a record-breaking year for new product launches, old-fashioned strategies are still a solid choice for portfolios
- By: Amin Barakat
CPP Investments signs new European data centre partnership with Goodman Group
The pension fund's 50% share of the initial capital commitment is roughly $1.8 billion
Dramatic increase in Fintrac fines coming, but their effectiveness is less clear
The increase is part of an effort to beef up anti-money laundering measures
Whistleblower rewards out of fashion with U.S. regs
CFTC pays second award of 2025, SEC's payouts out of the spotlight
- By: James Langton
Inside Track
Matthew Taylor
Securities Law
Robert Wilson
Investments
From the latest issue
More articles
Login Required
Advisor chargebacks are bad for the industry