Each week, we summarize notable moves across the financial industry.

Financial Horizons’ support staff will work on the same platform as advisors, which the MGA said should allow for faster ...

CIBC and CIBC Global Asset Management launched three new mutual funds Monday: the CIBC All-Equity Growth ETF Portfolio, ...

Fund intelligence company Fundbeat Inc. has launched in Ottawa, offering fund companies analysis of competitors’ public ...

AI allows him to research a larger pool of securities, so he can substitute an unavailable bond with one that has similar ...

As with deferred sales charge (DSC) structures, which the CSA previously banned, the regulators said that the chargeback ...

Canadian investment manager, ethical business proponent and philanthropist Stephen Jarislowsky, known as “Canada’s Warren ...

An initial review of securities industry firms’ use of AI tools has raised concerns about their governance and controls.

AI removes the attention constraint on both sides. A monitoring layer runs continuously across the full 250, tracking recent ...

Before handing off to an accountant, advisors should have detailed conversations with both parents and their adult children ...

CIRO made the comments in new guidance on the risks and benefits of extended trading as a new alternative trading platform ...

Vancouver-based Harbourfront Wealth Group is acquiring Galliant Advisors LP, a Montreal-based investment management firm, ...