Financial planning and analysis software firm Conquest Planning has a new CEO; Brad Joudrie succeeded Mark Evans on Jan. 1.

KYC is more than a regulatory requirement. It’s the backbone of suitability, trust and long-term client relationships. When ...

Crypto-asset ETFs were in the red in November, recording US$2.95 billion in net redemptions globally, according to a report ...

Scott Mackenzie is going to tear out his home office in the new year. The 26-year veteran of Morningstar Canada retired from ...

However, the test for 2026 will be getting shovels in the ground and making good on shifting Canada’s economic focus away ...

National Bank Financial is a major player in this space. It acts as the lead market maker for roughly 37% of all ETFs in ...

Two notable figures in the finance industry have been named to the Order of Canada.

So long as it is carefully preserved, the private-client relationship outlives performance and brand issues. It is highly ...

“At the end of the day, clients don’t meet with advisors or work with an advisor to beat an index or to deliver a certain ...

Fund managers have mixed feelings about 2026 — they’re optimistic about multiple sectors, but see continued risk on the ...

We posted a social media poll in early December; 53% of the 32 respondents said they wanted their firm to prioritize AI ...

Having gained popularity since their launch in 2013, ETF series drew the attention of regulators this year, who are asking ...