Paul Bourque

Industry stakeholders weigh in on new SRO plans

Comment letters ask for more representation, clarity on new SRO's rule, and flexibility for provincial nuances

Clients want you in-person or on the phone IFIC survey reveals

Annual survey shows that their knowledge of investing in the asset classes is high

Rick Headrick named as new IFIC board chair

Investment industry veteran to head institute's board of directors for two-year term

CFIQ names new chair

Fund industry association announces 2021-2022 board appointments

IFIC welcomes four new directors

Industry organization announces board for 2020-2021 fiscal year

Financial advisors help Canada's savers and economy, says IFIC

Individual and macroeconomic analyses show long-term increases in wealth, GDP, and retirement savings

Interactive disclosure tools make for better investor understanding

IFIC has published results of its study on effective financial disclosure

Include disclosure in burden reduction, IFIC asks regulators

Fund industry association notes opportunities to re-evaluate requirements and improve cost-benefit analyses

IFIC unveils updated cybersecurity guide

New details come as an international group shares practices for investment firms to stay safe against cyber threats

IFIC survey shows strong satisfaction with advisors, fund products

But investors remain less confident in online brokerages, robo-advisors