Ontario's financial regulator proposes updated amendment to address other concerns over DSCs
BC Securities Commission hands down $30,000 penalty over KYC failures, inadequate reporting, and other violations
Head of Financial Planning Association of Canada says claims distract from the real problem
Now on its 12th year, the Biggest Winner has turned into an educational lab for investors and advisors
Independent advisor rebuts call to pull back on fee regulation, laments delay in TCR rule action
For driven advisor and his team, WP Award recognition adds to tailwinds from portfolio management expertise and client education
Advisor speaks out against misleading ESG fund wrappers, sees risk of 'feel-good' investing
Experienced professional speaks out against industry 'bad apples', argues fee models adequately address risks to investors
Financial therapist says younger Canadians focusing more on emotional relationships with money
From balancing debt against investments to broadening retirement conversations, advisor sheds light on prevailing priorities
