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Gavel

Proposed class action alleges RBC Insurance, Aviva shortchanged commissioned employees

Allegations involve improper calculations of vacation and public holiday pay

  • By: Staff
  • April 23, 2019 April 23, 2019
  • 13:17
senior client debt empty wallet

Cross-selling a ‘growing concern’ for securities regulators

The NASAA warns the tactic can be used to take advantage of clients

  • April 24, 2019 April 24, 2019
  • 12:17
business documents on office table with smart phone and digital tablet and graph business with social network diagram and man working in the background

OSC looks at modernizing oversight of industry protection funds

Proposed changes include a requirement to report information security breaches

  • By: Staff
  • April 25, 2019 April 25, 2019
  • 12:51
MANUEL BREVA COLMEIRO / AFP / GETTY IMAGES

New RBC app analyzes consumer spending habits

NOMI Budgets uses AI to monitor spending and make budget recommendations

  • By: Staff
  • April 25, 2019 April 25, 2019
  • 12:09
Background of Canadian money: 5,10,20,50,100 dollar bills and coins, loonie, toonie, quarter, dime, nickel, penny

BoC holds interest rate, downgrades growth forecast for 2019

The central bank made no mention of a need for future rate increases

A piggy bank with a twenty dollar bill for the money saving mind set.

RBC enters the green bond market

Proceeds will fund renewable energy and green building projects

  • By: Staff
  • April 24, 2019 April 24, 2019
  • 14:25
Cut purple ribbon

TD introduces alternatives for HNW clients

The two funds are designed to provide income while preserving capital

  • By: Staff
  • April 24, 2019 April 24, 2019
  • 12:42
Technology Blue Business Background

Small deals dominated global VC market in Q1

Deals worth less than US$10 million accounted for more than 75% of VC activity

  • By: Staff
  • April 24, 2019 April 24, 2019
  • 11:37
Business people working in a conference room

UBS and Deutsche Bank discuss merger of asset management divisions: report

Talks have been ongoing for months, the Financial Times reports

  • By: Staff
  • April 24, 2019 April 24, 2019
  • 12:25
Stock Market Data. Candle stick stock market tracking graph.

Which equity markets offer value?

A global outlook

hand pulling financial business graph to high growth rate

Cross-border investment surged in 2018: StatsCan

Canadian direct investment abroad jumped by 10.4%, while foreign investment in Canada rose by 5.0%

  • By: Staff
  • April 24, 2019 April 24, 2019
  • 10:40
Lawyer

Former rep agrees to $100K fine, suspension for suitability failures

The former broker admitted to recommending unsuitable high-risk investments to multiple clients

  • By: Staff
  • April 23, 2019 April 23, 2019
  • 15:02
canadian money house on white background

Many first-time homebuyers hope for financial assistance: survey

More than 10% are looking for a gift of $100,000 or more

  • By: Staff
  • April 23, 2019 April 23, 2019
  • 10:28
Parliament buildings at sunset

Budget 2019: Everything you need to know

Stock options, annuities and first-time homebuyers—all of Advisor.ca's coverage in one place

  • By: Staff
  • March 19, 2019 April 2, 2019
  • 19:41

Addressing the middle-class gap in financial advice

Rather than courting only HNW clients, advisors should look for ways to serve more households

Offering money advice when millennials divorce

Why some younger couples are seeking different solutions when they split

10 tips for a good business card

And why the old-school tools still matter


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