Home Suitability Page 5

Keyword: Suitability

99 results found
magnifying glass

Almost half of high-risk agent reviews found best-practice failures

A FSRA review resulted in 445 letters of warning for failing to complete continuing education hours

  • By: IE Staff
  • March 9, 2023 March 9, 2023
  • 13:35
under the microscope

Elevated redemptions from illiquid funds highlight possible suitability risks, Fitch says

FAIR Canada research finds investors worry about fees and suitability, and have low faith in regulatory protections

Fines levied against reps last year soared to $7.9 million from $938,000 in 2021

Business lawyer team. Working together of lawyer in the meeting.

The firm will pay nearly $11 million in client compensation after reps boosted their own performance numbers

advisor client meeting

Advisors must show that clients understood an investment and its risks

Firm settles IIROC allegation of inadequately supervising new-issue trading

Dialogue bubble with five stars, customer satisfaction concept

A step-by-step approach

advisor with client

European regulators warn industry to pay special attention to inflation in disclosure and suitability