Your Business

Almost half of Canadian investors plan to switch advisors: survey Almost half of Canadian investors plan to switch advisors: survey

Industry

Almost half of Canadian investors plan to switch advisors: survey

After a volatile year in markets, more clients say they're willing to work with multiple providers

By Maddie Johnson |July 6, 2023

2 min read

Halfway through an SRO ban, ex-rep agrees to new suspension Fallback Image Decorative pattern

Industry

Halfway through an SRO ban, ex-rep agrees to new suspension

An OSC enforcement action against a former rep has extended an existing suspension

By James Langton |February 9, 2021

1 min read

CE Course: Optimal asset location Fallback Image Decorative pattern

Your Business

CE Course: Optimal asset location

Examining how taxes, expected investment outcomes and utility can affect asset location

By Benjamin Felix |October 15, 2020

15 min read

CFAs can fast-track to planner designation under new IAFP program Fallback Image Decorative pattern

Your Business

CFAs can fast-track to planner designation under new IAFP program

Applicants will still be required to submit a comprehensive financial plan and complete a technical exam

By Staff |October 5, 2020

1 min read

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