Industry News

Cross-selling opportunities prompt P&C brokerages to buy advisors

Actual assets under management of advisor aren’t always worth purchasing on their own

By Philip Porado |November 25, 2022

1 min read

Wealthsimple Advisor settles client privacy case with MFDA

Regulators alleged the firm's onboarding process for new reps was deficient

By James Langton |November 24, 2022

2 min read

Head of bankers group raises concerns about surtax

Anthony Ostler also called for more consumer protection in the emerging payments space

By Staff, with files from The Canadian Press |November 24, 2022

2 min read

New SRO gets formal approval from CSA

Provincial regulators finalized recognition orders and interim rules

By James Langton |November 24, 2022

2 min read