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
Tax News
Clients are paying in but increases to benefits remain minimal for now
By Lea Koiv |April 19, 2023
4 min read
Kilfoyle moves from IG Wealth Management to lead products and platforms
By Katie Keir |April 18, 2023
2 min read
Adam Elliott will transition from president and CEO of iA Clarington Investments
By Katie Keir |April 13, 2023
A report found that most financial services are not designed for people with low incomes
By Maddie Johnson |April 11, 2023
Manulife and Canada Life heads still saw their total compensation rise
By Greg Meckbach |April 4, 2023
RBC will have exclusive distribution of Onex alts products under the DS and PH&N channels
By Melissa Shin |April 3, 2023
Other firms are rushing to set up back-office systems and internal procedures for the account
By Mark Burgess |April 3, 2023
Economic Indicators
Civil forfeiture office could look for assets in names of trustees, partnerships family members
By The Canadian Press |March 31, 2023
Advisor's Edge
We asked four professionals
By Maddie Johnson |March 31, 2023
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