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Keyword: Suitability

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cryptocurrencies

Regulators craft detailed standards to implement new crypto regime

Retirees

Regulator details results of review, calls for action from firms

The Ontario regulator discussed proposed licensing suitability guidance during a webinar on Wednesday

Big binders

Decision on tougher investor protection measures coming by end of 2025

Dominos falling

Draft guidance forms part of larger effort to improve industry conduct

three colleagues discussing their business prospects and looking at laptop screen

Regulators to explore the regulation, provision of advice online

investor protection

Group to focus on investor-advisor relationships, complaints, suitability

penalty card

Collections plunge as hefty sanctions are handed out

businessman running

Regulator proposes guidance for assessing the fitness of management, large shareholders under new crypto regime

thumbs down

JRC report details complaints to OBSI involving mutual fund suitability, low-ball settlements