After coming to an agreement with the OSC, the bank will repay $21.8 million to clients who were incorrectly charged fees
While a new study suggests that Canadians don’t understand TFSAs and desperately need education from advisors, the truth is they really can’t afford them.
The latest report from the CSA on fund fees may have miffed embedded commission advisors, but the second one will likely have them up in arms.
The former world heavyweight champion was oh-so-close to duking it out with his former advisor but the SEC has now beat him to the punch.
Like many Canadian cities, rental vacancies have been slim to none for years, as rent controls effectively eliminated any new, large apartment block construction – and the investors to fund it.
Advisors in Canada may have dodged a bullet with new indications big competitors are staying clear of the Canadian market.
The world’s biggest regulator is turning up the heat on fee-based players on a product that they’ve backed to the hilt.
To push forward the renewable agenda, investors must work with fossil fuel companies, says one industry expert.
One of Canada’s largest insurance companies is beefing up its asset management business with the creation of a new role intended to drive sales globally.
The CSA released the first of two reports commissioned on mutual fund fees last Thursday and advisor reaction has so far been less than enthusiastic.
One advisor’s unique business model gives his wealth management firm a solid foundation for growth.