President of Canada's newest independent firm explains efforts to purge structural conflicts and sharpen client focus
Lack of competition, bilingual expertise gap among issues for online advisor education provider
Senior financial planner warns against chasing high returns in private equity
The merged regulator has been operating since the start of the year under the generic 'New SRO' handle
Product diversification aims to deliver a comprehensive solution to larger client base
Move would enable thousands of advisors to use 'Financial Advisor' title, says CEO
Merger of regulators will only help investment vehicle, says executive director of the Canadian ETF Association
Despite growing pains and near-term challenges, experts highlight continuing opportunity to close the RI service gap
The IAP include members from academia, financial regulation, and the investment industry
Investment advisor runs down tax, estate, and legacy planning possibilities to ring in 2023
