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Friday June 01, 2018
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Industry News
Advisors are unprepared for the digital transformation of wealth management
Partly because of their age, advisors haven’t been operating their businesses with a digital mindset
June 1, 2018

Industry News
Dealers’ Report Card 2018: Editors discuss rocky results
Advisors are facing a bumpy road ahead as their firms go through major transitions
June 1, 2018

People
FPSC calls for nominations
Fellow of FPSC distinction recognizes individuals who have made a significant contribution to the financial planning profession in Canada
June 1, 2018

Research and Markets
TSX slips; loonie down
U.S. stocks surge higher
June 1, 2018

From the Regulators
OSC director reduces mutual fund rep’s suspension
The Quadrus rep failed to disclose a criminal charge and a conditional discharge
May 31, 2018

Products
IA Clarington renames mutual fund
June 1, 2018

People
Swiss Re Canada names new CEO
June 1, 2018

From the Regulators
OSFI proposes revisions to newly adopted capital rules for life insurers
June 1, 2018

Industry News
Supreme Court majority sides with censured former Bre-X lawyer Joe Groia
June 1, 2018

Report Cards
Dealers’ Report Card 2018
The road ahead may be bumpy for advisors, who are feeling unsettled as their firms go through major transitions related to ownership, management and technology
01 June 2018

Appointment Notices
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