OSC agenda consultation is underway, and it’s packed
Junk fees, open banking and more proposed for the regulator’s next fiscal year
Junk fees, open banking and more proposed for the regulator’s next fiscal year
CTO Simon Roy says the technology will enable a more personal client experience
Leaving Canada means planning for departure tax, transfer of non-registered assets
Target-date funds are a hit in the group retirement business — why not in the ETF market?
Buyers must be prepared to compete on price, but fit is also important
Big returns from the Magnificent Seven, and elsewhere
Private equity, hedge funds and other alternative investments are having a moment. Advisors need to catch up
Key measures are extension of 2017 tax cuts, revenue from tariffs
Firms spend millions on back-office technology, but not all advisors are buying in
Finding support in the financial services industry is harder than it should be, new advisors say
Referrals are key for getting startup firms off the ground
Accelerate is the first in Canada to launch an ETF that provides indirect exposure to private assets through BDCs
Opinion: Failure to adapt risks leaving the nation behind
Editorial: Independence has become a loaded term, with no consensus around what it really means
Be honest, transparent, consistent, advisors say
