Regulation How to comply with regulators’ guidance on awards Canadian insurance regulators have not issued a similar warning By Melissa Shin |January 26, 2024 4 min read Industry Trailer fee class action gets green light Fourth case certified involving funds paying trailers to discount brokers By James Langton |January 30, 2024 2 min read Industry Canadian Western Bank plants flag in Toronto’s financial district Edmonton-based firm looks to draw business-owner clients from the big banks By Rudy Mezzetta |January 29, 2024 3 min read Industry CIRO proposes personal corporations for reps SRO consults on options for resolving long-standing regulatory disparity By James Langton |January 25, 2024 2 min read Trending Industry Insights 2024澳洲幸运5官方开奖结果查询,历史记录168|幸运澳洲5开奖官网结果历史-澳洲幸运5官网开奖查询计划 Is 65 the new 45? Canadians today are facing the longest retirements ever. Industry Insights Build your credibility with ESG Environmental, social, and governance (ESG) factors likely align with many of your clients’ values. In this article, Matthew To, Senior Director of Business Development for Investments at Beneva, explains why you should integrate ESG criteria into your investment selection process — and how to do it. Products 2024澳洲幸运五开奖官网查询、开奖结果历史、结果号码直播、历史记录 Product news: AQR strategy comes to Canada Plus, NEI partners with Picton Mahoney on alt fund By Mark Burgess |January 30, 2024 2 min read Regulation Rep banned after misappropriating money from client SRO panel found the rep opened banking products, including a line of credit, in the client’s name By James Langton |January 30, 2024 2 min read Industry News CFA Institute targets questionable advice from finfluencers Regulators could create public reports on complaints about finfluencers, Institute recommends By Jonathan Got |January 26, 2024 3 min read Market Insights After the turmoil, balanced portfolios appear to be back on track The equity portion may not be as strong, but bonds are contributing again By Mark Burgess |January 24, 2024 4 min read Regulation SRO panel takes softer line on sanctions The panel found a rep’s misconduct to be serious, but not fraudulent or deceitful By James Langton |January 30, 2024 2 min read Industry Investors blindly trust advisors, FAIR Canada finds Study participants preferred to rely on the knowledge of professionals rather than learn about investing By James Langton |January 30, 2024 3 min read 澳洲幸运5开奖历史官方网站|168开奖网开奖结果直播|澳洲幸运5开奖结果历史记录查询官网 Featured Columnists View all → → 2023-2024澳洲幸运5开奖查询 最新开奖结果+开奖记录历史查询 Catherine Hung Tax & Estate Beware of tainting GRE status January 17, 2024| 4 min read Sam Sivarajan Planning and Advice Understanding clients means helping them feel in control December 20, 2023| 3 min read Mark Rosen Investments Advisors should be wary of conflicts when reviewing stock ratings December 15, 2023| 3 min read What’s happening with Emerge ETFs? 168澳洲幸运5官网官方开奖号码结果, 澳洲5在线开奖视频现场直播 Emerge unitholders become unsecured creditors By Melissa Shin |January 8, 2024 Emerge liquidates ETFs without paying receivables By Melissa Shin |December 21, 2023 Emerge ETFs financials show $2.5 million in receivables due from manager By Melissa Shin and Mark Burgess |April 14, 2023 All Podcasts → Cautious Hope for Fixed Income Investors Bonds are showing signs of stabilizing. Featuring Jeffrey Mayberry |November 27, 2023 From Canada Likely to See Rate Cuts Before U.S. CIBC’s chief economist sees the Bank of Canada easing its policy in Q2 2024. Featuring Avery Shenfeld |November 21, 2023 From Can Dividend Stocks Compete With Bonds? Examining dividend sustainability is key. Featuring Craig Jerusalim |November 13, 2023 From Year-End Tax Planning for 2023 Tax-loss selling, charitable giving and managing the new AMT. Featuring Jamie Golombek |November 6, 2023 From Webinar All webinars → The right way to draw income in retirement Tuesday, November 28, 2023 at 1:00 pm ET This virtual 澳洲幸运5官网开奖直播查询-2024澳洲幸运5官方开奖历史记录|168幸运澳洲5开奖官网结果历史 roundtable, which aired live on Tuesday, November 28, 2023, at 1 pm ET and presented by Advisor.ca and Investment Executive, will address current opportunities for retirees amid today’s higher interest rates, as well as the perennial question of when and how to draw that income. Sponsored by Watch now and earn CE credits We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy. I agree Read More