Keyword: Mutual fund dealers

159 results found
Judge looks at papers

Firm was alerted to $1 million in missed grants by government review

Laundering money

Bulletin alerts industry firms to risky activity involving legal profession

Class action

Court rules no evidence of common breach, given differences among investors

investor restitution challenges

Self-regulatory organization consults on proposed disgorgement distribution policy

new rules

Approval regime, proficiency are among areas covered in latest consultation

advisor client meeting

Self-regulatory organization aims to harmonize with CSA's revised requirements

Personal finances

Integration costs to be paid by 2027, SRO projects

Group of business people holding puzzle pieces at a boardroom table

CIRO decides discretionary, discount accounts for fund dealers won't be pursued as part of rulebook consolidation project

Yellow down arrows over a financial graph

Competition and regulation pressuring firms' margins, earnings

Angry client

Fraud claims pass suitability issues among investment cases