In part four of a six-part video series on regulatory changes, Dan Richards, CEO, Client Insights, speaks with Lynn McGrade, partner at Borden Ladner Gervais LLP, about the Canadian Securities Administrators’ (CSA) proposals to restrict the use of titles and designations by advisors.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
S&P 500 will fall to 4,100, Canada will also see a recession, Peter Berezin forecasts
RBC still requires the credential in retail branches, FSRA provides date for forthcoming title protection review
Here's how advisors can prevent AI hallucinations, privacy breaches
Rep arranged a loan from one client to another to repay a "gang" debt