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Keyword: Disclosure

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Robo-advisor violated rules when touting hypothetical performance

advisor client meeting

Real talk about fees and value is good for business

Latest settlement brings penalties in DoJ cases to over US$36 billion

Blackboard rating

Regulators found firms are failing to identify and manage conflicts in clients' best interests

The CSA and CIRO will consider such awards a compliance issue

Bill C-42 would bring public access to private corporations’ beneficial ownership info

Marketing company gets first-ever penalty for deficient advertorial disclosure

climate change

The organization is calling on regulators around the world to consider adopting the standards

Reforms give the regulator enhanced powers to sanction uncooperative witnesses

Air raid sirens

SRO renews Maureen Jensen's board term for three years