FAIR and PMAC focus on fiduciary duty in CFRs
Plus, IG offers insight on the fallout for firms from CSA's proposals
- October 22, 2018 October 22, 2018
- 15:36
Top stories
Industry News
Finding value in U.S. commercial real estate
Why apartments look good, and retail may not be so bad
- October 22, 2018 October 22, 2018
- 16:05
Outlook for BoC rate hikes
Despite new trade deal, uncertainties persist
- October 23, 2018 October 23, 2018
- 10:12
OSC issues $1M in penalties to firm, executives for spoofing
The executives also received trading bans as part of the settlement
- By: Staff
- October 22, 2018 October 22, 2018
- 12:20
What advisors need to know about liquid alts
CSA's new rules effective in the new year offer risks and rewards
- By: Michelle Schriver
- October 19, 2018 October 19, 2018
- 11:06
Client-focused reforms too focused on cost, industry associations say
What Advocis, IIAC and IFIC say about CSA's proposals
- By: Staff
- October 19, 2018 October 19, 2018
- 15:48
CIBC Asset Management launches multi-asset strategy fund
Fund aims to achieve growth while smoothing volatility
- By: Staff
- October 22, 2018 October 22, 2018
- 11:11
Can MFDA advisors sell liquid alts?
CSA’s new rules retained mutual fund dealer proficiency requirements for commodity pools
- By: Michelle Schriver
- October 19, 2018 October 19, 2018
- 11:04
China’s growth slows as officials try to reassure investors
Amid a sagging stock market, forecasters are calling for slower 2019 growth
- By: Joe McDonald, The Associated Press
- October 19, 2018 October 19, 2018
- 16:25
Reaction to CSA’s proposed referral arrangement rules
Industry's not supportive of the changes
- By: Staff
- October 18, 2018 October 18, 2018
- 10:30
Waterloo woman sentenced to jail for securities fraud
The two-year sentence also includes $150K in restitution to investors
- By: Staff
- October 19, 2018 October 19, 2018
- 12:13
BMO introduces planning platform for advisors
Goals-based financial-planning tool launches in November
- By: Staff
- October 19, 2018 October 19, 2018
- 11:28
Tips for analyzing pot stock valuations
Why cannabis investments aren't for the faint of heart
- By: Staff, with files from The Canadian Press
- October 17, 2018 October 17, 2018
- 13:57
CPP board takes a pass on cannabis
Board also invests mostly outside Canada, says spokesman
- By: The Canadian Press
- October 17, 2018 October 17, 2018
- 16:22
What the tax advantages folio says about life insurance
CRA gives guidance on seg funds held in registered plans
- By: Melissa Shin
- October 16, 2018 October 16, 2018
- 12:00
The downside of disclosure, and other tips
Three things we learned at BEworks' financial services summit
When a client’s child receives a financial windfall
Offer to introduce the child to investing or help the family manage
- By: Gil Martinez
- October 15, 2018 October 15, 2018
- 16:40
Client confidential: Chris Prendergast
How to help a young entrepreneur
- By: Susan Goldberg
- October 15, 2018 October 15, 2018
- 16:38
How to make the most of your support staff
Underappreciated assistants are a wasted resource
- By: Katie Keir
- October 15, 2018 October 15, 2018
- 16:33
