News and resources for Canada's top financial advisors
Est. 1998
Industry
The new guidance doesn't add requirements for fund managers, but shows where firms may be falling short of disclosure expectations
By James Langton |January 19, 2022
3 min read
Updated rules for 2023 reflect latest market risk standards
By James Langton |November 11, 2021
1 min read
IOSCO makes recommendations to regulators on ESG issues
By James Langton |November 2, 2021
2 min read
Market Insights
Industry group aims to tackle greenwashing with first edition of the highly anticipated standards
By James Langton |November 1, 2021
The U.S. regulator released APIs for annual and quarterly filings
By James Langton |August 19, 2021
Greater transparency could help investors and improve audit quality
By James Langton |July 19, 2021
The firm pushed advisors to recommend higher-cost managed accounts to clients
By James Langton |July 13, 2021
The global policy group is calling for greater coordination to enhance environmental risk disclosure
By James Langton |July 7, 2021
Planning and Advice
Conflicts-related reforms come into effect June 30
By Michelle Schriver |June 29, 2021
5 min read
ESG information will remain "patchy and haphazard" until disclosure is regulated
By Mark Burgess |June 28, 2021
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