BCSC sanctions blockchain developer | Investment Executive

Cases are up at OBSI, but client compensation is down

Both the number and average size of successful complaints about investment firms dropped in 2020

Investors bullish on Bitcoin, while advisors remain “overwhelmingly pessimistic”

A recent survey from Horizons ETFs found a striking gap in advisor and investor perceptions

FP Canada, IQPF update projection assumption guidelines amid pandemic

The guidelines didn’t include the 50-year historical average rate as a data source for fixed-income assumptions

“Light planning” could expand access to financial advice

Creating shorter or less comprehensive engagements with clients may allow advisors to serve the underserved