Advisor

How client-focused reforms could impact compensation and product choice Fallback Image Decorative pattern

Industry

How client-focused reforms could impact compensation and product choice

Conflict rules could affect incentives, while DSC funds in Ontario may face even greater restrictions

By Michelle Schriver |January 24, 2020

4 min read

Purpose Advisor Solutions acquires Wealthsimple for Advisors Fallback Image Decorative pattern

Industry

Purpose Advisor Solutions acquires Wealthsimple for Advisors

The combined firms will offer an 'advisor-centric' platform

By Michelle Schriver |January 23, 2020

2 min read

InvestorCom service helps firms meet product suitability rules InvestorCom service helps firms meet product suitability rules

Industry

InvestorCom service helps firms meet product suitability rules

ShelfMonitor was created with client-focused reforms in mind

By Staff |January 14, 2020

1 min read

MFDA bans, fines former rep for failure to co-operate Fallback Image Decorative pattern

Industry

MFDA bans, fines former rep for failure to co-operate

The decision is the latest in connection with falsified loan applications through Investors Group

By Staff |January 8, 2020

2 min read