Industry moves: AIMA Canada, SIMA welcome new directors
Plus, announcements at Heritage MD, Scotiabank, National Bank Trust and more
- By: Alisha Hiyate
- February 13, 2026 February 12, 2026
- 04:00
Top Stories in Uncategorized
B.C. court upholds class action appeal
Judge was wrong to exclude, divide plaintiff group, appeal court rules
- By: James Langton
- February 13, 2026 February 12, 2026
- 04:00
AI models can forecast, but their choices are flexible
Fed research uncovers AI models' decision-making tendencies
- By: James Langton
- February 3, 2026 February 3, 2026
- 10:06
Alt managers’ outlook stable, despite risks: Fitch
Investment climate challenging, but M&A rebound to boost deals
- By: James Langton
- January 21, 2026 January 20, 2026
- 08:00
CIRO’s breach is a data-governance failure — not an IT glitch
Why did it take so long to identify affected individuals? And how are data retention decisions made?
- By: Harvey Naglie
- January 19, 2026 February 23, 2026
- 01:44
Deals: Sandpiper reduces stake in Extendicare
Plus, Teck and Anglo receive regulatory approval and MNP expands in Quebec
- By: Roland Inacay
- December 31, 2025 December 29, 2025
- 01:45
2025 — another banner year for private wealth
Private wealth firms continued their winning ways this year, bettering retail and institutional managers
- By: Mark Toren
- December 31, 2025 December 31, 2025
- 01:36
Client review meetings are advisors’ chance to stand out in the age of AI
Centre the client experience, rather than investments, senior advisors recommend
- By: Noushin Ziafati
- December 31, 2025 January 21, 2026
- 01:03
Move cautiously with online advice
CIRO should publish a consumer-protection agenda detailing potential harms, necessary guardrails and outcome metrics
- By: Harvey Naglie
- December 30, 2025 December 29, 2025
- 01:08
How should advisors speak to clients about total cost reporting?
Clients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 — advisors should explain the changes in advance
- By: Noushin Ziafati
- December 30, 2025 December 29, 2025
- 01:00
2025 — a year to remember
Despite extraordinary stock market gains, clients were driven to distraction by U.S. President Donald Trump’s trade war
- By: Roland Inacay and Noushin Ziafati
- December 23, 2025 December 23, 2025
- 04:00
Opinion: Investor protection is the OSC’s best competitiveness strategy
Investor protection enables capital formation
- By: Ken Kivenko and Harvey Naglie
- December 23, 2025 December 22, 2025
- 01:02
Global credit looks stable, but for how long: Fitch
Rating agency sees an array of risks lurking under a placid surface
- By: James Langton
- December 22, 2025 December 19, 2025
- 08:00