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

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

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

Financial planners and their firms are increasingly using AI, based on a research report from the Financial Planning ...

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

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

Deloitte expects Alberta gas prices to average C$1.75 per thousand cubic feet this year, climbing to $2.15 next year and well ...

But those savings increase for families in higher tax brackets. The PBO estimates that families in the highest income ...

Alongside global markets, Canadian capital markets are raising more debt and equity through the first nine months of this year than they did a year ago, according to new data from LSEG Data & ...

That’s where the client journey comes in. And increasingly, it’s one of the clearest differentiators between firms that grow ...

The officials unanimously agreed that inflation was still elevated and had not made much progress toward their 2% target in ...

Planning a retirement is not the same as planning for retirement — advisor-coach partnerships make a difference ...