"Fewer firms with greater scale means reduced competitive pressure, higher switching costs and diminished client leverage" writes Harvey Naglie
Clients are more empowered than ever — this is a key moment for the Canadian financial advice industry
FSRA did not invent a consumer protection problem — it found one
If CIRO caves to industry pressure to use restricted funds for the data breach, the self-regulatory model must be reconsidered
It’s a $100-million question without clear answers
This is a structural mismatch the industry has been slow to confront and that some commentators appear eager to deflect
The asset manager sold assets and committed to distributing proceeds across its investor base — this is no liquidity crisis
Index-ready IPOs represent an opportunity for portfolio managers
On Bonnie-Jeanne MacDonald's idea for a money-back guarantee, designed to encourage Canadians to delay receiving CPP benefits
AI, private banking, the shift from independence and more
Re: We can close Canada’s widening financial literacy gap
Financial education must be continuous, inclusive and grounded in reading, writing and numeracy — throughout life
AI should be built for consumer power, not pop quizzes
Clarity for clients makes it easier to shop across carriers
Editorial: Last-minute policy reversals undermine an already fragile trust between tax authorities and the public
CEO Ken Rae sells his stake but stays on as key leader
Why the energy transition still matters
Hint: it has nothing to do with how frequently these investments are priced
We can’t rule out a future change to the capital gains inclusion rate, but Ottawa has reversed course for now
They should alert Canadians anytime someone tries to access their data — immediately
Leverage feels great when things go your client’s way — but a lot of times they don’t
Andrew Kriegler deserves credit for saying what too many prefer to leave unsaid