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Friday May 04, 2018
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Industry News
Industry veterans launch Waypoint Investment Partners
New firm focused on family offices and HNW clients
May 3, 2018

From the Regulators
Regulators issue proposed guidance for insurers, advisors
Proposal aims to “foster discussions between regulators, insurers and intermediaries on market conduct”
May 3, 2018

From the Regulators
Report highlights significant increase in MFDA enforcement activity
Monetary sanctions levied against both mutual fund dealers and mutual fund advisors totalled $8.5 million in 2017
May 3, 2018

Practice Management
The insurtech gap
Advisors and clients are ready for digitized insurance processes, but insurers are slow to adopt new technology
May 3, 2018

Industry News
Digital-divide impacts bank customer satisfaction
Cost savings for banks may come with lower levels of customer engagement
May 3, 2018

Industry News
GP Wealth introduces online platform for advisors
GPWealth360 gives financial advisors the ability to connect with their clients anywhere, anytime
May 3, 2018

Research and Markets
TSX dips, New York markets end mixed
May 3, 2018

People
Empire Life appoints new CFO
May 3, 2018

Industry News
IFRS 15 to boost IGM’s earnings
May 3, 2018

Appointment Notices
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