Mutual fund sales way down in August
Year-to-date net sales are also down from 2017
Latest news in Industry News
Stop losing talented advisors
How the industry can attract—and keep—more women
- By: Michelle Schriver
- September 21, 2018 September 21, 2018
- 12:00
The (potential) future of advice reforms
Compared to what’s happening in Australia, CSA’s June missives are meek
- By: Melissa Shin
- September 21, 2018 September 20, 2018
- 12:00
IIROC fines branch manager $17,500 for inadequate supervision of DSC fund trading
The advisor involved was fined in 2016
- By: Staff
- September 20, 2018 September 20, 2018
- 15:51
Many clients want to be their own boss
Millennials are especially entrepreneurial
- By: Staff
- September 20, 2018 September 20, 2018
- 13:40
Clients interested in philanthropy? Become an expert
New designation for advisors revolves around gift planning strategies
- By: Staff
- September 20, 2018 September 20, 2018
- 12:31
The case for longevity insurance
With baby boomers retiring, governments must shift their attention to decumulation, says a new report
- By: Staff
- September 19, 2018 September 19, 2018
- 15:15
Unforeseen consequences from downsizing a home
Help clients avoid disappointment by preparing them
- By: Staff
- September 19, 2018 September 19, 2018
- 14:20
FPSC to become FP Canada
Financial planning body rebrands
- By: Staff
- September 19, 2018 September 19, 2018
- 14:11
Asset managers reveal their top challenge
In a poll, Canadian managers offer insight into their own personal headwinds
- By: Staff
- September 19, 2018 September 19, 2018
- 12:42
Proposed class action lawsuit on trailing commissions filed against CIBC
Lawsuit cites lack of advice provided by discount brokers
- By: Staff, with files from The Canadian Press
- September 19, 2018 September 19, 2018
- 10:26
Manulife Investments makes changes to select mutual funds
Changes include investment strategies and names of funds
- By: Staff
- September 18, 2018 September 18, 2018
- 15:59
Lack of knowledge preventing Canadians from investing sustainably: study
Two studies outline Canada's position in sustainable finance
- By: Staff
- September 18, 2018 September 18, 2018
- 15:16
B.C. to make Financial Institutions Commission a Crown agency
Legislation next year will create new Crown agency
- By: Staff
- September 18, 2018 September 18, 2018
- 13:56
Exempt PMs from proposed OTC derivatives rules, PMAC tells CSA
Portfolio managers are already subject to "robust, principles-based regulation," the association says
- By: Staff
- September 18, 2018 September 18, 2018
- 13:25
Survey finds improved risk management and due diligence among PMs
CFA Montreal members reflect on the decade since the 2008 crisis
- By: Staff
- September 17, 2018 September 17, 2018
- 15:54
CSA appoints secretary general
Laura Belloni takes over the role
- By: Staff
- September 17, 2018 September 17, 2018
- 14:22
IG makes mutual fund changes
Investors Group simplifies mutual fund offering with investment objective changes and mergers
- By: Staff
- September 17, 2018 September 17, 2018
- 14:17
Wall Street salaries highest since 2008 crisis
Find out the average industry salary in NYC
- By: The Associated Press
- September 17, 2018 September 17, 2018
- 11:26
With Ontario out, what’s next for CSA’s proposals?
Industry and investor advocates respond to the government's intervention
- By: Katie Keir
- September 14, 2018 September 17, 2018
- 16:31
IFIC proposes advisory titles
Suggested titles include "investment funds advisor" and "securities advisor"
- By: Staff
- September 14, 2018 September 14, 2018
- 16:23
Most self-directed investors don’t use firms’ mobile apps: study
See which firms rate highest for customer satisfaction
- By: Staff
- September 14, 2018 September 14, 2018
- 12:57
National Bank partners with fintech Thinking Capital to offer small business loans
Small businesses can apply online for a loan and receive an answer in minutes
- By: Staff
- September 13, 2018 September 13, 2018
- 16:27
CSA releases DSC ban, trailing commissions proposals
The Ontario government doesn't support the approach
- By: Katie Keir
- September 13, 2018 September 13, 2018
- 15:58
CSA chooses Kx to create new market analytics platform
Platform will identify potential market abuse
- By: Staff
- September 13, 2018 September 13, 2018
- 15:35