AI allows him to research a larger pool of securities, so he can substitute an unavailable bond with one that has similar ...

An initial review of securities industry firms’ use of AI tools has raised concerns about their governance and controls.

Canadian investment manager, ethical business proponent and philanthropist Stephen Jarislowsky, known as “Canada’s Warren ...

AI removes the attention constraint on both sides. A monitoring layer runs continuously across the full 250, tracking recent ...

BMO, CIBC and Scotiabank have joined Project Agorá, a global initiative exploring the use of tokenization to improve ...

Before handing off to an accountant, advisors should have detailed conversations with both parents and their adult children ...

CIRO made the comments in new guidance on the risks and benefits of extended trading as a new alternative trading platform ...

Alongside global markets, Canadian capital markets are raising more debt and equity through the first nine months of this year than they did a year ago, according to new data from LSEG Data & ...

Financial planners and their firms are increasingly using AI, based on a research report from the Financial Planning ...

As with deferred sales charge (DSC) structures, which the CSA previously banned, the regulators said that the chargeback ...

Deloitte expects Alberta gas prices to average C$1.75 per thousand cubic feet this year, climbing to $2.15 next year and well ...

That’s where the client journey comes in. And increasingly, it’s one of the clearest differentiators between firms that grow ...