Advisors are facing a bumpy road ahead as their firms go through major transitions
Pablo Fuchs, managing editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the 2018 Dealers’ Report Card.
Advisors are feeling unsettled as their firms go through major transitions related to ownership, management and technology.
But there’s hope that road will smooth out soon.
Affected CPAs will have the option to become members of the national group
The firm makes software focused on regulatory reporting solutions for financial institutions
Feds boost SR&ED, renew accelerated investment incentive
The entry of Spain's Banco Santander could make Canada's banking sector more competitive
2025 board members named for key OSC committee, FID, while IFBC’s Susan Allemang retires after 20 years
Panel orders more than US$50M in disgorgement, plus $5M in penalties and costs
A look at the status of selected tax proposals from the Trudeau government
The Dynamic Precious Metals Fund has outperformed its category and index over one, three, five and 10-year periods