CI Financial’s Darie Urbanky will depart at the end of next year
CIO Marc-André Lewis will become co-head of CI Global Asset Management as of Jan. 1
- By: Katie Keir
- December 21, 2023 December 21, 2023
- 11:21
CIO Marc-André Lewis will become co-head of CI Global Asset Management as of Jan. 1
Regulator proposes bond market transparency reforms alongside simplified listing regime
Reforms aim to address challenges that arose during 2020 market stress
Members of governing council were more optimistic about the country's inflation outlook and found "recent data pointed in the right direction"
Deal struck after France and Germany agree on how to support investment when budget deficits exceed set limits
Without a surging population, inflation may already be under control, NBF report suggests
Study of firms' plans for advanced tech will inform regulation and oversight
Fewer than 2% of UHT returns have involved tax owing
Stanley Beck was a regulator, academic and investor advocate
Existing home sales rose 0.8% in November to seasonally adjusted annual rate of 3.82 million
NFP had recently expanded its wealth management capabilities
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