Our research shows 15% of you are planning to change or augment your registration in the next five years. And, a quarter of you are considering becoming discretionary managers
Our research shows 15% of you are planning to change or augment your registration in the next five years. And, a quarter of you are considering becoming discretionary managers. Perhaps that’s because more than half of you believe the MFDA, portfolio manager and exempt market channels will expand or contract.
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The proportion of women CEOs in the CSA's sample remains 5%, as in the past three annual reports
BMO tops equity league tables, RBC leads debt rankings
Industry watchdogs can't "sit in an ivory tower" as they push for industry change, said Stan Magidson
Clients satisfied with advisors, despite fewer fee and suitability discussions
Help clients get the maximum benefit from these accounts
Laurentian Bank has announced further executive shifts following its leadership change earlier this month
Ontario court allows U.S. shareholders to pursue both cases
Report finds the technology is being used to segment clients and generate insights