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
Plus, fund launches from RBC iShares, Manulife; multiple firms announce fund changes
Official counts may miss the mark, leaving policymakers scrambling
Strong volumes to boost revenues from transactions and clearing: Moody's
An annual wealth tax would rake in $121 million over 5 years
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