Bridging the advice gap in financial planning
Too many Canadians continue to navigate their finances alone, highlighting the need for accessible, confidence-building financial advice
Top stories
Trump’s trade czar says Canada must accept tariffs, help reshore American jobs
On Wednesday, Greer would not say when he expects a deal with Canada
Canada, U.S. markets finish higher on tech stocks amid fresh bank earnings
For bank stocks in Canada, the bar is "pretty high": senior investment advisor
Energy security is driving the transition to electricity
In a world where energy and other critical inputs don’t move freely, more sustainable systems are emerging
- By: John Cook
ASIC secures record penalties in second half of 2025
Regulator details enhanced enforcement outcomes
- By: James Langton
Crypto fund manager faces U.S. tax charges
Authorities allege fund manager hid income, assets before exiting U.S.
- By: James Langton
BMO’s Q1 profits rise to $2.49B despite severance charge, rising consumer stress
Its wealth management business posted earnings of $352M, up from $328M
CUSMA review critical to Canada, U.S. not so much
Trade deal's end would weigh on growth, employment, interest rates
- By: James Langton
National Bank reports $1.25B Q1 profit as it reports strong loan growth
The gains were driven by the bank's diversified, complementary franchises: CEO
$500k is the most common term insurance coverage
Older Canadians typically choose smaller face amounts and shorter terms, PolicyMe found
- By: Jonathan Got
Opinion: Who will pay for CIRO’s data breach?
It’s a $100-million question without clear answers
- By: Barb Amsden
Housing affordability challenges remain despite recent improvements: CMHC
A slow, prolonged erosion of affordability conditions began in the early 2000s
ESMA consults on avoiding groupthink at financials
Regulators review suitability guidance for industry management
- By: James Langton
CUSMA worries persist, but businesses taking small wins from court’s tariff decision
Under Trump's latest executive order, CUSMA-compliant goods crossing the border remain exempt from tariffs
CIRO needs to stop saying ‘should’
The self-regulatory organization’s response to industry deficiencies reads more like coaching than enforcement
- By: Harvey Naglie
BMO, ex-trader sanctioned in front-running case
MX agrees to $289,000 in fines and costs ordered against firm, former trader
- By: James Langton
SDNY offers companies ‘get out of jail free’ card
U.S. attorney's office to hold individuals accountable for financial misdeeds
- By: James Langton
Brand Knowledge
How Canadian financial planners should evaluate AI—before the gap widens
AI is already boosting efficiency for Canadian financial planners. This article outlines how to evaluate tools safely and why waiting to adopt AI could leave…
- By: Focal
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Advisor chargebacks are bad for the industry