Trademark board rules against Advocis’ IAFE
New name of relaunched CLU could create confusion with IAFP, ruling states
- By: Megan Harman
- December 19, 2017 February 2, 2019
- 19:00
New name of relaunched CLU could create confusion with IAFP, ruling states
The spring budget is expected to emphasize helping women, preparing workers and using science to grow the economy
Donald Trump’s Republican-sponsored tax bill passed in the U.S. House of Representatives, with the Senate expected to vote on it Tuesday night
Investment commentary and reporting have been challenging to automate because of the skill required to analyze investment data, articulate the rationale behind investment decisions and…
Increasing innovation expected in the year ahead
The Thunder Bay, Ont., advisor raised more than $500,000 from clients off-book
Generally favourable economic conditions expected in 2018
Trading fees and commissions donated to improving the lives of children around the world
The settlement aims to resolve a series of alleged supervisory shortcomings.
An internal review discovered certain clients were not advised they qualified for lower-fee versions of certain mutual funds
U.S. markets make record gains
The combined market value of cryptocurrencies has soared to almost US$500 billion by mid-December
Dealers and advisors must perform their own due diligence before recommending these products to their clients
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