Marketing

Industry

SEC sanctions firms’ theoretical returns reporting

Investment advisers violated revised marketing rules, regulator alleges

By James Langton |September 12, 2023

1 min read

Industry

SEC sanctions firm over crypto hype

Robo-advisor violated rules when touting hypothetical performance

By James Langton |August 21, 2023

2 min read

Industry

Regulators say advisor awards based on production may mislead clients

The CSA and CIRO will consider such awards a compliance issue

By James Langton |August 1, 2023

2 min read

Industry

Marketing company gets first-ever penalty for deficient advertorial disclosure

BCSC sanctions offside online influencing

By James Langton |July 27, 2023

3 min read

Industry

BMO Financial Group signs deal to buy Air Miles loyalty rewards program

Proposed acquisition part of Loyalty Ventures bankruptcy court process in Canada

By The Canadian Press |March 10, 2023

2 min read

Industry

Why you should choose your clients wisely

Some advisors take on too many clients outside their core market, warns Cerulli Associates

By Staff |March 16, 2022

2 min read

Advisor's Edge

Does your marketing mislead clients?

The client-focused reforms put advisor titles and awards under scrutiny

By Michelle Schriver |February 4, 2022

3 min read

Industry

U.S. advisors to bolster marketing efforts, target younger clients

More than half of advisors with defined marketing plans gained new clients via social media over the past 12 months, a survey says

By Staff |October 7, 2021

2 min read

Industry

CIBC launches first new corporate logo since 2003

The bank is also working on completing its new global headquarters in Toronto

By Staff, with files from The Canadian Press |September 22, 2021

2 min read

Planning and Advice

Tips for creating great e-newsletters for your clients

How to ensure that your clients will open, click through and engage with your content

By Brooke Smith |April 12, 2021

4 min read

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