Industry moves: Former BMO private wealth head Geoff Newton joins RBC Wealth Management
Plus, another BMO alum joins software firm, new faces at Manulife and Optimize Wealth, and more
Top stories
Kevin Gopaul to head up VanEck’s expansion into Canada
Seasoned ETF exec will help asset manager build "an entire footprint" in the country
Exit interview: Dennis Craig
It's been 45 years since Craig took his first insurance industry job — it's time for his golden years
Welcome back to the developed markets, Greece
MSCI to reclassify Greece indexes in May 2027
- By: James Langton
Global regulators grow irritated by finfluencers
FCA leads week of action against illegal finfluencing activity
- By: James Langton
CIBC trailer settlement open to DIY investors
Claim process begins for investors covered by class action over trailer fees
- By: James Langton
OSC’s appeal of privacy decision rejected
IPC denied regulator's review request on disclosure of records
- By: James Langton
Regulators talk remediation, fee transparency and ‘consumer-centric’ product design
FCAC, OSC execs discuss consumer outcomes amid a concentrated market, innovation
CFTC alleges insider trading on prediction market
Soldier accused of betting on plans to capture Venezuelan leader
- By: James Langton
Product roundup: First Trust launches energy ETF
Plus, a new gold bullion mutual fund and a slew of product lineup changes
- By: Noushin Ziafati
Re: Single-Stock ETFs highlight a gap between conservative advisors and FIRE investors
Leverage feels great when things go your client’s way — but a lot of times they don’t
- By: Vince Herlaar
Sun Life unifies advisor, firm insurance support
New leadership position brings better accountability for back-office workflows
- By: Jonathan Got
Product roundup: First Trust launches energy ETF
Plus, a new gold bullion mutual fund and a slew of product lineup changes
- By: Noushin Ziafati
SEC secures sanctions against ‘sham’ advisors
Firms allegedly made false filings to seem legit to investors
- By: James Langton
U.S. Justice Department drops criminal probe of Fed chair Powell
Move likely clears the way for Trump pick, Kevin Warsh
CSA cuts trading fee cap, but less than expected
Regulators give exchanges more leeway on inter-listed securities
- By: James Langton
Retail investors need tools for private markets
Global regulators considering role of advice in alternative investing
- By: James Langton
Inside Track
Harvey Naglie
Regulation
Tashia Batstone
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Advisor chargebacks are bad for the industry