Changes include reduced management fees and revised asset allocation
Referrals between CSA members increased in the last fiscal year
Record trading volumes are expected as "reconstitution" concludes
New CEO appointed for five-year term
Lower growth, higher debt, greater ESG demand seen in post-pandemic world
New opportunities for tax planning come into effect on July 1
SEC rules take effect June 30
Mark Wiseman, former head of the CPPIB, takes over on July 1
Report calls on government to support innovation, curb uncertainty, for companies
The economic should start to rebound in Q3, but the bounce back won’t last, Macklem says
EY to take custody of troubled securities, allowing clients to move to new dealers
Firm also announces changes to risk ratings on 15 ETFs
Precious metals action calms, while Dow Jones tops 50K
Report calls for action on data gaps, surveillance, leverage
Trade deficit remains unchanged amid shifting tariff policy, Fitch reports
Trust account used in fraud, misappropriation, Law Society finds
Policy failed to cover hedge fund investment that turned out to be a fraud
Firm allegedly touted stocks on social media, while selling its holdings
Plus, GreenShield buys Kii Health's Canadian mental health services segment
The honours will be presented Feb. 12, at the association's Embrace the Challenge event
Start with flexibility, tax efficiency, simplicity
Plus, moves at Our Family Office, Harvest ETFs, Manulife Wealth, Canada Life and more
Plus, Wellington-Alus Private Counsel and Ninepoint Partners add new talent
Also, moves at Mackenzie Investments, Edward Jones Canada and the CSA
Plus, National Bank changes diversified equity fund
Net monthly ETF inflows reach $22B in January: report
Plus, other firms launch new products, tweak their fund lineups