The course is consistent with the requirements of a new MFDA policy
The latest update will be the final one as a mandatory standard is set to take effect
The group is warning of potential long-term negative impacts of proposed regulations
Paul Bourque of Investment Funds Institute of Canada is part of this year's Wealth Professional Canada's Host List.
The group welcomes efforts to distinguish advice from information, and calls for a robust suitability process
A new study finds that advisors can do a few simple things when onboarding clients to get the relationship off to a flying start
Late last week the securities regulator did something for the first time that could provide future financial relief for your clients hurt by fraud.
It was once the gem of Canadian advisors and their clients and now one regulator is focused on finding out what exactly can be done to restore the lustre of that key investment segment.