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Week of April 07, 2018
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Industry News
Former colleagues launch boutique investment firm
Crimson Asset Management to focus on high net-worth investors
April 4, 2018

Industry News
Financial services must plan for rapid change
Report aims to forecast that sorts of skills that employees will need in the years ahead
April 3, 2018

People
Departure of Desjardins Wealth exec a surprise
Vincent Hogue, former head of private client services at Desjardins Wealth Management, is proud of his achievements
April 5, 2018

Industry News
Aviso Wealth merger closes
The merger of Credential Financial, Qtrade and NEI Investments creates a wealth management firm with more than $55 billion in assets under management
April 3, 2018

From the Regulators
OSC denies former mutual fund rep’s appeal for registration
April 4, 2018

Industry News
Canaccord Genuity welcomes Stanley Asset Management
April 2, 2018

Industry News
Learnedly launches ETF course for mutual fund advisors
April 4, 2018

Industry News
Wellington-Altus hires advisor coaching firm
April 4, 2018

Cary List
Research is critical to the financial planning profession
Canada has a key role to play in developing research that helps financial planners serve clients’ increasingly complex needs
April 2, 2018

Financial Planning
Slideshow: Help clients avoid these common tax return errors
With the tax return deadline looming, many Canadians are finding themselves scrambling to get their finances in order
April 5, 2018

Report Cards
In Case You Missed It: Regulators’ Report Card 2018
Dissatisfaction with most of the major regulators that oversee the financial services sector has increased in the past year
29 March 2018

Appointment Notices
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