Paper calls for guardrails against negative side effects of digital innovation
Firms no longer qualify for narrower online advisor exemption
Wealthsimple ranked the highest in overall satisfaction among DIY investors, followed by Questrade
Conflict arose from allocation that generated revenue from "no fee" accounts
Business model in peril, if investors start to trust AI agents
OSC report highlights how games can encourage good decisions by investors
SRO launches review of policy framework for the provision of advice
Fee disclosure, conflicts of interest, consent pose investor protection issues
Costs vary by distributor, fund and asset type, regulators conclude
Firms using digital engagement practices for good and ill, review finds