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CSF launches continuing education portal for advisors

The Quebec self-regulatory organization will make the portal available in January

  • By: Staff
  • December 7, 2022 December 7, 2022
  • 15:06
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Exempt market issuance soared in 2021: OSC

Total issuance almost doubled from 2019, led by institutional investors

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Global housing seen slowing in 2023: Fitch

Gloomy outlook faces material downside risks, report says

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Bridging hearing slated for second half of 2023

Motion to stay case alleging abuse of process to be heard in May

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Institutional investors wary yet ‘remarkably optimistic’ in 2023 outlook

Managers are most bullish on bonds and private equity, according to a Natixis survey

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U.S. industry economists bracing for recession

SIFMA survey finds gloomy expectations for U.S. economy in 2023

Raymond James acquires Solus Trust

Vancouver-based trust company manages $400 million in assets

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The convenience, trade-offs and pitfalls of e-signatures

A welcome industry development gets a critical assessment

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Covid benefits helped economy rebound, but post-payment verification lacking: AG

The report said $4.6 billion went to ineligible people and another $27.4 billion should be investigated

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This ETF category could shine if “global macro doesn’t deliver”

About $16B is invested in Canadian covered-call ETFs: Horizons

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Big Six banks’ outlook deteriorating: Fitch

Higher net interest income may be the only bright spot for Canadian banks in 2023

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IIROC seeking feedback on arbitration program overhaul

Proposals include increasing the limit on claims and publishing arbitration decisions

Case for alts is changing in new environment

Higher yields in traditional fixed income may put pressure on industry

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Consumer debt tops $2.36 trillion in third quarter, up 7.3% from last year

The impact of rate hikes could be more visible by this time next year

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Strategies for clients struggling with inflation

Advisors can help clients with debt and long-term goals

The convenience, trade-offs and pitfalls of e-signatures

A welcome industry development gets a critical assessment

They’re coming: How to fit gen Z advisors into your practice

This generation brings a different approach to work

  • By: Todd Humber
  • November 30, 2022 November 29, 2022
  • 09:00

Leveraging technology to serve your clients

Advisors face a host of challenges integrating new tech