OBSI governance reforms raise big questions
The ombudsman faces mounting criticism from industry and investors alike
The ombudsman faces mounting criticism from industry and investors alike
Product shelves, audit response absent from regulatory agenda
Fund families that used liquid alts and underweighted certain asset classes tended to outperform in 2022
Denis Dubois, executive vice-president with Desjardins Group, is on the hunt for independent advisory firms to acquire
Interest rates are expected to remain at or above 4% in both Canada and the U.S.
Clients may not know they’re obligated to file, and there is no cap on penalties for late filing if taxes are owed
Online wills services aren’t for everyone, but they can serve a wide range of clients
While digital assets may have lost their lustre in 2022, analysts remain confident in crypto’s underlying blockchain technology
Pandemic necessity has led to extended tech solutions
A collaborative approach may help you convince management of the benefits of social media as a multi-faceted communication tool
Even conservative strategies felt the pain last year
Expected returns may be lower than for GICs, but funds have the advantage of liquidity
Editorial: Returning money to harmed investors could be a big win for the new SRO
Inflation is pushing more people into higher brackets
