Practice

One in five Canadian investors plans to switch wealth providers: survey Fallback Image Decorative pattern

Planning and Advice

One in five Canadian investors plans to switch wealth providers: survey

Firms should prioritize hybrid models to serve investors post-pandemic, an EY study says

By Rudy Mezzetta |June 7, 2021

2 min read

Crypto firms struggling to satisfy U.K.’s anti-money laundering rules Fallback Image Decorative pattern

Technology

Crypto firms struggling to satisfy U.K.’s anti-money laundering rules

Canadian regulators are also trying to come to grips with regulating crypto trading firms

By James Langton |June 3, 2021

1 min read

OSC names members of Seniors Expert Advisory Committee OSC names members of Seniors Expert Advisory Committee

Planning and Advice

OSC names members of Seniors Expert Advisory Committee

Members will serve a one-year term

By Staff |June 2, 2021

1 min read

Purpose looks to fill retirement income gap with longevity fund Fallback Image Decorative pattern

Planning and Advice

Purpose looks to fill retirement income gap with longevity fund

The fund has characteristics of an annuity or pension, with monthly lifetime distributions when investors turn 65

By Mark Burgess |June 1, 2021

3 min read