Investment advisers violated revised marketing rules, regulator alleges
Robo-advisor violated rules when touting hypothetical performance
The CSA and CIRO will consider such awards a compliance issue
BCSC sanctions offside online influencing
Proposed acquisition part of Loyalty Ventures bankruptcy court process in Canada
Some advisors take on too many clients outside their core market, warns Cerulli Associates
The client-focused reforms put advisor titles and awards under scrutiny
More than half of advisors with defined marketing plans gained new clients via social media over the past 12 months, a survey says
The bank is also working on completing its new global headquarters in Toronto
How to ensure that your clients will open, click through and engage with your content