CEO tells WP that identifying a client's trusted contact person to comply with new CSA rules doesn't mean just checking a compliance box
Investment industry veteran to head institute's board of directors for two-year term
CEO and chair of the board at IFIC says time to act is now and that Trusted Contact Person tool should be mandatory
Canadian survey highlights concerns of financial advisors about issues that could lead to financial abuse
Collaboration brings quality-oriented equity investment strategy to Canadian investors
The firm is also implementing fee reductions for its global balanced income strategy
The two firms have separately announced plans to lower fees, amend strategies, and implement mergers for certain funds
New tool designed to complement – not substitute – the Power of Attorney for money managers
Canadian Mental Health Association buoyed by industry attitudes to tackling problem
Bridgehouse leads the way in establishing framework for dealing with clients affected by mental health issues
