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wealthprofessional.ca
8 小时
CIRO fines investment professionals for rule violations in separate cases
The Canadian Investment Regulatory Organization (CIRO) issued penalties in two separate cases following hearings on ...
wealthprofessional.ca
8 小时
With millions of Canadians unprepared for retirement, what can advisors do?
Survey from the National Institute on Ageing identifies key retirement gaps, author highlights what the advisory business can ...
wealthprofessional.ca
8 小时
Stocks rise as Dow gains 317 points despite trade tensions
On Wednesday, Stocks rose for a second consecutive day as investors moved past concerns over trade disputes that had ...
wealthprofessional.ca
8 小时
Alphabet stock tumbles as AI spending plans exceed Wall Street forecasts
Alphabet shares fell 7.2 percent on Wednesday after reporting fourth-quarter revenue below Wall Street forecasts and ...
wealthprofessional.ca
10 小时
Wealthsimple adds major new capability to its DIY trading platform
Wealthsimple has announced a major addition to its self-directed investment platform following what it says was unprecedented ...
wealthprofessional.ca
10 小时
Has the GST/HST holiday changed Canadians' spending behaviour?
While the year-over-year comparison shows that the tax break may not have boosted spending in its first month, a recent ...
wealthprofessional.ca
8 小时
Loonie hits back as Trump hits pause on tariffs
The Canadian dollar rose above 70 cents US on Wednesday after US President Donald Trump delayed the implementation of 25 ...
wealthprofessional.ca
17 小时
Digital empowerment: how advisors thrive with trading platform Qtrade
Darren Dalchand from Aviso on directing advisors on enhancing client relationships and efficiency with innovative investment ...
wealthprofessional.ca
1 天
Canadian pension plans faced challenges in 2024, but ended the year on a positive
The volatility seen in 2024 was no match for the managers of Canadian pension plans, with new stats showing positive returns ...
wealthprofessional.ca
1 天
CIRO fines investment representative for unapproved business activities
CIRO found that Gold engaged in unapproved OBAs while registered with Gravitas. Under the settlement terms, he must pay ...
wealthprofessional.ca
1 天
Manulife Wealth adds advisory firm to its platform
Heritage MD, a firm specializing in wealth advisory services for healthcare professionals, has joined the Manulife Wealth ...
wealthprofessional.ca
1 天
Canadians' financial pressures are far from over as insolvencies rise
The largest increase in consumer insolvency filings year-over-year was in Ontario (up 17.8%) with 51,637 filings, followed by ...
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