Advisor's Edge

Advisor's Edge Advisor’s Edge magazine was launched in 1998 to serve Canada’s credentialed client-facing adviso

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08/09/2023

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Economy, rate environment are the main risks to issuers’ finances.
08/07/2023

Economy, rate environment are the main risks to issuers’ finances.

Economy, rate environment are the main risks to issuers' finances

There were 31,224 consumer insolvencies in the April to June period, up 23.5% compared with the same period last year.
08/04/2023

There were 31,224 consumer insolvencies in the April to June period, up 23.5% compared with the same period last year.

There were 31,224 consumer insolvencies in the April to June period, up 23.5% compared with the same period last year

Regulators say suitability assessments and disclosure aren’t adequate for firms that deal only in proprietary products.
08/04/2023

Regulators say suitability assessments and disclosure aren’t adequate for firms that deal only in proprietary products.

Regulators say suitability assessments and disclosure aren't adequate for firms that deal only in proprietary products

Key issue of whether trailer payments were improper to be decided before determining which investors are entitled to dam...
08/04/2023

Key issue of whether trailer payments were improper to be decided before determining which investors are entitled to damages.

Key issue of whether trailer payments were improper to be decided before determining which investors are entitled to damages

Leaders need to build a sense of community on their teams and ensure members feel valued.
08/04/2023

Leaders need to build a sense of community on their teams and ensure members feel valued.

Leaders need to build a sense of community on their teams and ensure members feel valued

Deal volume ticked up, value surged on mega-deal strength.
08/04/2023

Deal volume ticked up, value surged on mega-deal strength.

Deal volume ticked up, value surged on mega-deal strength

New money market products were rewarded, according National Bank’s monthly report.
08/03/2023

New money market products were rewarded, according National Bank’s monthly report.

New money market products were rewarded, according National Bank's monthly report

Sales in the market totalled 2,455 last month, a 28.9% increase from a year ago.
08/03/2023

Sales in the market totalled 2,455 last month, a 28.9% increase from a year ago.

Sales in the market totalled 2,455 last month, a 28.9% increase from a year ago

Plus, asset managers continue corporate-class windup.
08/03/2023

Plus, asset managers continue corporate-class windup.

Plus, asset managers continue corporate-class windup

Associations, hedge funds and wealth management firms all made new appointments.
08/02/2023

Associations, hedge funds and wealth management firms all made new appointments.

Associations, hedge funds and wealth management firms all made new appointments

BoC research found that hedge funds joined the selling action in bond markets.
08/02/2023

BoC research found that hedge funds joined the selling action in bond markets.

BoC research found that hedge funds joined the selling action in bond markets

The regulator will consider such awards a compliance issue.
08/02/2023

The regulator will consider such awards a compliance issue.

The regulator will consider such awards a compliance issue

B.C. court says case meets criteria and allows plaintiff to revise claim.
08/02/2023

B.C. court says case meets criteria and allows plaintiff to revise claim.

B.C. court says case meets criteria and allows plaintiff to revise claim

The 20 eurozone countries saw modest growth in Q2.
08/02/2023

The 20 eurozone countries saw modest growth in Q2.

The 20 eurozone countries saw modest growth in Q2

Failure to comply with new tax rules could result in penalties.
08/01/2023

Failure to comply with new tax rules could result in penalties.

Failure to comply with new tax rules could result in penalties

Regulator issues proposed guidance for public comment until Aug. 25.
08/01/2023

Regulator issues proposed guidance for public comment until Aug. 25.

Regulator issues proposed guidance for public comment until Aug. 25

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