News and resources for Canada's top financial advisors
Est. 1998
Industry
Also, BDO releases AI for wealth management
By Jonathan Got |May 2, 2024
2 min read
The penalty is for five violations during a review between March 2022 and March 2023: Fintrac
By Ian Bickis, Canadian Press |May 2, 2024
GWL's AUM dips below $1 trillion after Putnam sale
By Staff, with files from The Canadian Press |May 2, 2024
1 min read
Toronto police bust alleged synthetic identity ring
By James Langton |April 29, 2024
A mix of retirements and board appointments
By Katie Keir |April 26, 2024
Returns affected by high inflation and interest rates, geopolitics, chief executive says
By The Canadian Press |April 22, 2024
Some banks, but not all, have amended their direct deposit procedures
By Mia Rabson, The Canadian Press |April 19, 2024
Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection
By Michelle Schriver |April 18, 2024
4 min read
Decision should be a 'wake-up call' to advisors: lawyer
By Michael McKiernan |April 18, 2024
Also, Webull launches desktop platform
By Jonathan Got |April 17, 2024
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