If you cannot view this e-mail correctly, please click here

 
Wednesday June 13, 2018
Your Daily PM e-newsletter and alerts
Go to website
Slideshow: How a dealer’s ratings and advisors’ recommendations correlate
Industry News
Slideshow: How a dealer’s ratings and advisors’ recommendations correlate
For the most part, advisors would recommend their firm to another advisor. But changes at a dealer impact both these recommendations and a firm’s rating
June 13, 2018
Industry News
Current estate plans fall short for many blended families
Financial planners must work very closely with questions to ensure their complex financial and estate goals are met
June 13, 2018
Hennick Wealth introduces advisor break up cards
Industry News
Hennick Wealth introduces advisor break up cards
Blunt cards free clients from bad advisor relationships
June 13, 2018
From the Regulators
Older Albertans approached for investment fraud more often
ASC’s annual investor study sheds light on Alberta seniors’ financial security
June 13, 2018
Research and Markets
North American indices down on news of more U.S. interest rate hikes
June 13, 2018
Industry News
Bank of Canada partners with Creative Destruction Lab
June 13, 2018
Research and Markets
Fed raises key rate and sees possible acceleration in hikes
June 13, 2018
Research and Markets
Global economic outlook strong despite rising tensions: Fitch
June 13, 2018
Products
Harvest announces changes to ETF risk ratings
June 13, 2018
People
Deputy governor to leave Bank of Canada
June 13, 2018
desktop
 
In Depth
Dealers’ Report Card 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
   
Partners’ Place
Appointment Notices
Brought to you by: Appointment Notices