CFR

CIRO seeks to tackle persistent policy challenges

CIRO seeks to tackle persistent policy challenges

SRO sets out regulatory agenda for year ahead

By James Langton |April 8, 2026

2 min read

Bank branch sales culture in a CFR world

Bank branch sales culture in a CFR world

Clients walk into bank branches expecting access to a mix of competitive products — that’s not what they get

By Harvey Naglie |January 13, 2026

4 min read

Concerns follow regulators’ survey of mutual fund reps

Concerns follow regulators’ survey of mutual fund reps

Findings put bank branches’ proprietary shelves back in the spotlight, highlight lack of MER knowledge

By Michelle Schriver |October 29, 2025

7 min read