Industry news

How Edward Jones is tackling Canada's demographic crises

Aging populations, decumulation, and advisor succession are key areas of focus for David Gunn

How Edward Jones is tackling Canada's demographic crises

Can AI note takers and estate planners help advisors deliver?

As the industry has shifted from distribution to service, one young advisor explains how these AI tools are enabling a higher standard

Can AI note takers and estate planners help advisors deliver?

CIRO orders over $800k penalty for major investment firm over supervisory failures

Firm penalized after client losses and violations expose gaps in compliance and oversight

CIRO orders over $800k penalty for major investment firm over supervisory failures

Canadian payroll employment drops by 21,100 as labour market cools

Vacancies decline by 15,000 in October, with sharp decreases in manufacturing and retail trade

Canadian payroll employment drops by 21,100 as labour market cools

CIRO penalizes Desjardins Securities employee $28k for facilitating restricted trades

Representative sanctioned for enabling Québec clients to acquire restricted securities through trades

CIRO penalizes Desjardins Securities employee $28k for facilitating restricted trades

'The best is yet to come!': Rising Stars in wealth management focused on next Gen

Award winner Chase Gordon on the 'small wins and little things' that make all the difference

'The best is yet to come!': Rising Stars in wealth management focused on next Gen