News and resources for Canada's top financial advisors
Est. 1998
Industry
But, the CEO was the bank's only top exec to get a pay bump in 2016.
By Staff |March 9, 2017
3 min read
Mackenzie Investments is implementing automatic switching into its Private Wealth series. Beginning April 13, 2017, and the second Friday of every month thereafter, investors with at least $100,000 per fund and households with at least $250,000 will be automatically switched into the appropriate Private Wealth series. Investors will be moved into the lowest-fee series for […]
By Staff |March 8, 2017
2 min read
Find out why Brian Porter, president and CEO of Scotiabank, received a bump in his pay.
By Staff |March 3, 2017
His direct compensation fell 0.6% from 2015.
By Staff |February 27, 2017
The tycoon offers three investment lessons.
By Katie Keir |February 27, 2017
6 min read
You’ve likely focused most on what new compensation reports are going to tell clients. But also know what those reports are missing.
By Staff |February 10, 2017
As investors receive more info about fees, they'll look for tools to help them decide if you're worth it.
January 27, 2017
While CSA hasn't yet decided to ban embedded commissions, it has mapped out how it'd do so in great detail.
By Staff |January 10, 2017
5 min read
The Ontario Securities Commission (OSC) has approved a no-contest settlement agreement with BMO Nesbitt Burns Inc., BMO Private Investment Counsel Inc., BMO Investments Inc. and BMO InvestorLine Inc.
By Staff |December 15, 2016
The Canadian Securities Administrators (CSA) has published a staff notice that looks at firms' compensation arrangements and incentive practices that are used to motivate representatives’ day-to-day behaviours.
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