News

FSRA stands by title protection framework

FSRA stands by title protection framework

Ontario regulator responds to criticism, reiterating requirements for credentialing bodies and pledging review of complaints process

MFDA and IIROC green light creation of new SRO

More than the required two-thirds approve special resolution to launch new SRO on January 1

MFDA and IIROC green light creation of new SRO

NEO CEO launches Bay Street Rides FAR for autism research tomorrow

Other Life: Industry leader takes his virtual training into real life, determined to make a difference

NEO CEO launches Bay Street Rides FAR for autism research tomorrow

‘To handle advisors’ financial planning challenges, you have to be meticulous’

InvestCloud's Chief Strategy Officer bares thinking behind 80 new features added to NaviPlan

‘To handle advisors’ financial planning challenges, you have to be meticulous’

Premium

Manufacturing alpha: Avenue Living's three-factor formula for success

Firm's multi-family residential strategy offers portfolio defense and long-term investment outperformance

Features

The case and space for segregated funds

Are your clients seeking shelter from market volatility?

Ontario's title protection framework an 'unfulfilled promise': investor advocate

Open letter highlights flaws in province's title protection regime, airs concerns of 'race to the bottom' with credentialing bodies

People moves

AGF names Cybele Negris to board of directors

CEO of leading Canadian internet solutions provider brings record of success and extensive governance experience

Regulators

ESG funds panned as signs of ‘woke capitalism’

Political conflicts and a tightening regulatory environment prove burdensome for fund providers

WP Talk

Are Canadian home prices set for a bigger decline in 2023?

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca

Magazine

Wealth Professional 10.01

Investments

FSRA stands by title protection framework

Ontario regulator responds to criticism, reiterating requirements for credentialing bodies and pledging review of complaints process

FSRA stands by title protection framework

‘To handle advisors’ financial planning challenges, you have to be meticulous’

InvestCloud's Chief Strategy Officer bares thinking behind 80 new features added to NaviPlan

‘To handle advisors’ financial planning challenges, you have to be meticulous’

Fidelity expands shelf offerings with two new options for investors

New launches strengthen Fidelity's aim to create a better future for Canadian investors

Fidelity expands shelf offerings with two new options for investors

PEAK partners with Willful to empower advisors

Partnership aims to equip independent advisors with an additional digital estate planning tool

PEAK partners with Willful to empower advisors

The case and space for segregated funds

Are your clients seeking shelter from market volatility?

The case and space for segregated funds