News and resources for Canada's top financial advisors
Est. 1998
Industry
Positive advisor sentiment increased for Canadian equities, natural gas, crude
By Staff |October 28, 2021
3 min read
Life
A client scenario compares cash dividend versus policy withdrawal
By Pierre Ghorbanian |October 25, 2021
5 min read
An expert panel urged advisors to strictly adhere to a code of ethics
By Michelle Schriver |October 19, 2021
Advisor's Edge
A resource economist adjusts to banking in Canada
By Melissa Shin |October 4, 2021
ESMA reviews rules amid rise of meme stocks, robos and digital disclosure
By James Langton |October 1, 2021
1 min read
The client lost $1.3 million to risky trading that generated $232,000 in commissions
By James Langton |September 30, 2021
CWB and Meridian will continue to offer outside products
By Katie Keir |September 16, 2021
4 min read
The advocacy group calls for action to preserve competition and protect investors
By James Langton |September 15, 2021
2 min read
Investor advocates remain concerned that deferred sales charge mutual funds are still being sold up until the June 1 ban
By Michelle Schriver |September 8, 2021
OBSI’s Joint Regulators Committee said client compensation has fallen $1.3 million short of the recommended payout over three years
By Mark Burgess |August 6, 2021
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