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Week of March 24, 2018
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From the Regulators
OSC publishes Seniors Strategy
Regulator outlines initiatives to respond to the needs of Ontario seniors and the investment industry
March 20, 2018

People
Dennis Mitchell appointed CEO of Starlight Capital
Real estate investment firm launches securities platform
March 20, 2018

Industry News
More work needed to avoid a future financial crisis
The day-to-day supervision of banks remains a weak spot, former OSFI superintendent says
March 22, 2018

Industry News
Slideshow: Major challenges facing seniors
The Ontario Securities Commission’s Senior Strategy aims to address the changing needs and priorities of older individuals
March 20, 2018

Industry News
MD Financial offers clients greater choice
A suite of services includes online trading, robo-advice and personal financial planning with a dedicated financial advisor
March 19, 2018

Products
Assante Private Client rolls out alternative investments
Three funds for HNW clients
March 19, 2018

Industry News
Scotiabank CEO downplays concerns raised over Canadian debt levels
Canada’s banks now are holding more capital as a safety buffer than they were 10 years ago
March 21, 2018

Products
SLGI to terminate Excel’s ETFs
March 19, 2018

From the Regulators
Ontario one step closer to regulating financial planners
A new consultation paper invites comments on proposals that would restrict the use of the title “financial planner” to those with the necessary proficiency or licensing requirements
March 16, 2018

Industry News
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
June 7, 2024

Inside Track

Ellen Bessner
You acquired a book of business. What now?
Here are four steps to reduce the inherent risks when taking over another advisor’s business
March 15, 2018

In Depth

Special Reports
New rules for advisors and financial planners?
The Ontario government assigned an expert committee to study the regulation of financial planning and financial advice in April 2015
16 January 2018

Partners’ Place

Appointment Notices
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