News and resources for Canada's top financial advisors
Est. 1998
Industry
Client inflows at UBS came in marked contrast to the US$69 billion in outflows that Credit Suisse reported Monday
By Jamey Keaten, The Associated Press |April 25, 2023
3 min read
Regulator's new guidance to take effect in May 2024
By James Langton |April 24, 2023
1 min read
The rating agency downgraded 11 U.S. banks and lowered its rating outlooks on nine others
By Staff |April 24, 2023
2 min read
Changes to dealer rules, trading rules aim to facilitate shorter settlement cycle
By James Langton |April 20, 2023
Strategies aim to outperform traditional buy-and-hold approaches
By James Langton |April 12, 2023
Advisor's Edge
A Q&A with advisor and author Coreen Sol
By Mark Burgess |March 31, 2023
5 min read
A hypothetical advisor faces performance pressure
By Michelle Schriver |March 31, 2023
4 min read
Systemic stress looks contained, but interest rate outlook has shifted, TD says
By James Langton |March 28, 2023
Life
Causes of SVB failure unique to banks but some life insurance contracts with investment features are liquid, report says
By Greg Meckbach |March 21, 2023
Economic Indicators
Treasury Secretary said more rescue efforts could be necessary to prevent contagion
By Fatima Hussein, The Associated Press |March 21, 2023
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