Practice

Central banks to dominate a digital financial world, Moody’s says Central banks to dominate a digital financial world, Moody’s says

Economic Indicators

Central banks to dominate a digital financial world, Moody’s says

Crypto is too volatile to replace the basic function of money, according to a report

By James Langton |May 9, 2023

2 min read

Data breach exposed Mackenzie clients’ personal data but not holdings, firm says Fallback Image Decorative pattern

Industry

Data breach exposed Mackenzie clients’ personal data but not holdings, firm says

InvestorCOM, a vendor of Mackenzie Investments, had data exposed when hackers targeted a secure file transfer service

By Greg Meckbach |May 2, 2023

2 min read

Client satisfaction tumbles with markets: J.D. Power Client satisfaction tumbles with markets: J.D. Power

Planning and Advice

Client satisfaction tumbles with markets: J.D. Power

Lack of personalized advice created a void filled by negative returns, the latest survey says

By Staff |May 2, 2023

2 min read

Planners need to see ‘the bigger picture’ on RRIF withdrawals, study says Planners need to see ‘the bigger picture’ on RRIF withdrawals, study says

Planning and Advice

Planners need to see ‘the bigger picture’ on RRIF withdrawals, study says

Financial planners must consider the complexity of client circumstances, according to research from FP Canada's foundation

By Allan Janssen |April 26, 2023

2 min read