Investors wary of AI for investment decisions: survey

They want investment firms to be transparent about the use of AI and smart about mitigating risks

By Jonathan Got |February 29, 2024

3 min read

How to talk about mental health with clients

Active listening and asking the right questions are key to checking on clients’ sense of well-being

By Jonathan Got |February 28, 2024

3 min read

TikToks and tweets pose risks to banks: S&P

Banks should track social media as a liquidity risk factor, rating agency says

By James Langton |February 29, 2024

2 min read

Pro bono work can pay off long term

The time commitment varies but does not have to be onerous

By Allan Janssen |February 26, 2024

4 min read

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

Partner Reports

Navigating the Future with Skyline Apartment REIT

Explore Skyline Apartment REIT, a private alternative investment that is anchored in 100% Canadian multi-residential assets, offering income potential and historically stable performance.

What happens if a mutual fund trust loses its status?

The rare occurrence can affect eligibility for registered plans, but there’s relief for temporary situations

By Melissa Shin |February 27, 2024

3 min read

TD fast-tracking efforts to fix anti-money laundering deficiencies: CEO

The bank reported a first-quarter profit of $2.82 billion, up from $1.58 billion a year earlier

By Ian Bickis, Canadian Press |February 29, 2024

3 min read

FSRA pegs ‘stranded’ pension plans at more than $3 billion

Regulator says there are almost 200,000 pension plan members in the province who have lost track of their plans

By Sammy Hudes, The Canadian Press |February 29, 2024

3 min read

Closet indexing class action rejected — again

B.C. court dismisses case for a third time, citing confusing claim

By James Langton |February 28, 2024

2 min read

AMF issues complaint handling rules

CIRO firms exempt from new standards for Québec financial firms

By James Langton |February 28, 2024

1 min read

Rep sanctioned for advising via Discord platform

Online posts amounted to securities-related business, CIRO panel found

By James Langton |February 27, 2024

2 min read