Given that more than 36 months have passed since the CFR KYC update rule took effect, CSA and CIRO say all client files ...

Kinatico (ASX:KYP) has had a great run on the share market with its stock up by a significant 13% over the last three months. As most would know, fundamentals are what usually guide market price ...

Kinatico's (ASX:KYP) stock is up by a considerable 11% over the past month. We wonder if and what role the company's financials play in that price change as a company's long-term fundamentals usually ...

While it’s been a few years since the Canadian Securities Administrators (CSA) reformed client-focused strategies, some advisors are still confused about how to incorporate Know Your Product (KYP) ...

Financial advisors should ensure that they’re thoroughly familiar with all the details of the products they’re selling, and that the products fit the specific needs of the clients they’re selling to, ...

This article appears in the October 2021 issue of Advisor’s Edge magazine. Subscribe to the print edition, read the digital edition or read the articles online. The article is the third in a series ...