by Alison Ishimaru | Dec 19, 2022 | Advisory Solutions, Uncategorized, Wealth management trends
Nearing the end of 2022 means we’re getting closer to the starting line of a new self-regulatory organization (SRO). On Jan. 1, 2023, the merger between the Mutual Fund Dealers Association of Canada (MFDA) and the Investment Industry Regulatory Organization of Canada...