Advisors can also prepare for cases of incapacity by streamlining financial accounts for clients who’ve reached a certain age ...

Following a review, the Toronto Stock Exchange (TSX) is proposing a series of revisions to its continued listing requirements ...

That’s no easy job. Almost two in five (39%) certified financial planner (CFP) professionals were 55 or older at the end of ...

The final day of the merits hearing included not only closing arguments from counsel for Purpose, Seif and the OSC, but the ...

Each week, we summarize notable moves across the financial industry. Newport Private Wealth co-founder Douglas Brown will ...

An investor who tried to sue her former discount broker, claiming that unauthorized trading took place in her account, had ...

Much of the debate about AI in investment management focuses on efficiency: faster research, lower costs and more automation.

Ottawa’s fiscal watchdog says the way the Liberal government defines certain types of spending in its new budget framework ...

A Quebec court has authorized a class action to facilitate a proposed national settlement with industry self-regulatory ...

Nathalie Bachand and Caroline Dabu each received the FP Canada Award of Distinction, which honours those who have made ...

Alongside the stronger growth forecast, Fitch said the global monetary policy outlook has “shifted significantly.” ...

Ontario Teachers’ Pension Plan has invested US$50 million in Harvey, a Canadian firm developing AI tools for law firms. The ...