Global regulators considering role of advice in alternative investing
Greater accountability could fall to firms instead of advisors
Timeline not yet established, CIRO boss says
Wealthsimple ranked the highest in overall satisfaction among DIY investors, followed by Questrade
SRO crafts exception from ban on using performance projections
Firm breached fiduciary duty by unfairly allocating losing trades to clients
Fees, ease of access are key considerations for investors when selecting an ETF
For affected registrants, the sign-up period is about to end; the deadline for investors is April 30
Dealers, advisors brace for July 1 implementation deadline
44% of respondents felt negative about their investments, up from 32% in 2024