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Week of April 13, 2018
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Editor’s choice
From the Regulators
MFDA announces 2018 client research project
Mutual fund dealers can expect a mandatory request for data in June
April 11, 2018
From the Regulators
IIROC releases final guidance on discount brokerages
The self-regulatory organization expects firms to rebate the portion of a mutual fund’s trailing commission that is related to advice
April 9, 2018
Products
Class action filed on trailing commissions paid to discount brokers
The action against TD Asset Management claims damages of $200 million
April 9, 2018
 
From the Regulators
Regulators approve MFDA membership disclosure rule
The rule aims to promote client awareness of the MFDA’s oversight of mutual fund dealers and advisors
April 12, 2018
Industry News
Feds fund TFSA’s ASPIRE program
The program’s goal is to address the upcoming labour shortage in the financial services industry
April 12, 2018
Industry News
IA purchases B.C. MGA
April 10, 2018
Industry News
Banks may be sidelined in age of social media, big data, warns RBC CEO
April 8, 2018
Industry News
Keybase adopts Invesco’s advisorDUO platform
April 10, 2018
Research and Markets
Financial sector key to solving Canada’s productivity problem: report
April 10, 2018
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Inside Track
Jamie Golombek
Act now to avoid losing out on the small business deduction in 2019
It’s important to be aware that the new rule limiting access to the small business deduction for CCPCs in 2019 is based on 2018 income
April 9, 2018
 
In Depth
Special Reports
Consumer Insights
A monthly examination of the complex interplay among Canadian consumers, money and financial advice
01 February 2018
   
Partners’ Place
Appointment Notices
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