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Monday June 11, 2018
Your Daily PM e-newsletter and alerts
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New private equity platform to invest in asset management firms
Industry News
New private equity platform to invest in asset management firms
Sylvain Brosseau leads Walter Asset Management’s efforts to consolidate small-and medium-sized firms
June 11, 2018
Industry News
Financial planners need to focus on core services in light of changing landscape
Although digital advice will play a greater role, financial planners will need to promote the value of professional, holistic advice
June 11, 2018
Industry News
Luge Capital begins operations
New venture capital fund focused on fintech and artificial intelligence applied to financial service
June 11, 2018
Research and Markets
North American markets rise despite Donald Trump’s trade tirade
June 11, 2018
Products
Raymond James enhances toolkit for advisors
Advisor network gains access to NEO connects platform-traded funds
June 11, 2018
Industry News
Value Partners chooses Nest Wealth Pro
The digital wealth platform lets advisors onboard, engage and manage their clients more efficiently
June 11, 2018
Products
Investors Group retains BlackRock Canada as subadvisor
June 11, 2018
From the Regulators
CSA provides additional guidance for offerings of tokens
June 11, 2018
Products
BMOGAM trims fee on ETF
June 11, 2018
From the Regulators
Feds propose changes to Canada’s anti-money laundering regulations
June 11, 2018
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Inside Track
Ellen Bessner
New enforcement powers have major implications for some advisors
Court enforcement means penalized advisors who have left the industry need a new approach
June 11, 2018
   
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