Seasoned securities lawyer Paul Bourque has taken the helm at IFIC during a turbulent period of regulatory change and rising competitive pressures
Industry assets under management rise to $1.3 trillion
The group is also calling on Ottawa to alter the rules surrounding group RRSPs to put them on a more level playing field with workplace pensions
Assets under management edge down from May
FAIR Canada has released videos while IFIC has put out an infographic aimed at explaining the enhanced disclosure coming into effect on Friday as part of CRM2
This year’s guidelines come at a time at which the CSA is currently working on a standardized methodology for measuring and reporting risk to investors
Information for dealers focuses on annual investor reports
AUM increase by $28 billion or 2.3% compared to April
The mutual fund industry trade group’s submission pushes back against some of preliminary recommendations of the Expert Committee
The checklists on cognitive decline and financial exploitation will help advisors prepare for the challenges of working with aging investors