Industry moves this week
New appointments at CI Financial and Odlum Brown, plus an addition at Wellington-Altus Private Wealth
- By: Alisha Hiyate
- June 23, 2025 June 26, 2025
- 05:20
New appointments at CI Financial and Odlum Brown, plus an addition at Wellington-Altus Private Wealth
Reps fined, banned for personal financial dealings with clients
Benefit offers up to $200 monthly for eligible individuals
When the tariff pause expires next month, U.S. may be much softer on China
Plus, new Quebec, U.S. equity and leveraged U.S. index ETFs
Report details liquidity, leverage, valuation, and contagion risks lurking in commercial real estate sector
Plus, Navacord Vanta Life launched and Oxford buys office space in Western Canada
Firm repaid almost $600,000 to client for losses, DSC fees, tax, lost gains
However, initial figures for May point to a 1.1% slide: Statistics Canada
Mutual fund sales turn positive, ETF sales rise, AUM climbs too
Analyst traded on confidential info ahead of public disclosure
Court confirms that regulator's order targeting ill-gotten gains can't be wiped away
SEC issues required new guidance on criminal referrals
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
The honours will be presented Feb. 12, at the association's Embrace the Challenge event
Start with flexibility, tax efficiency, simplicity
Brokers, MGAs, software providers and TPAs set to evolve
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