Firms allegedly made misleading statements about their use of AI in investing strategies
Investors face risks from sludge, nudges and other hidden tactics
Households are facing the dual drags of inflation and higher interest rates, report says
Regulators to explore the regulation, provision of advice online
Regulator's exam division sets compliance priorities for 2024
Toronto-based Obsiido plans to launch a service for advisors later this year
Robo-advisor violated rules when touting hypothetical performance
Report on industry conflicts to be published soon with CSA, CIRO
The focus is on serving younger, less knowledgeable clients
Clients missed out on potential tax benefits after firm failed to alert them to changes in automated service