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Week of July 06, 2018
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Industry News
Former missing advisor pleads guilty to fraud
Harold Backer sentenced to 13 months in jail
July 4, 2018

From the Regulators
OSC stresses support for investor protection
In its annual statement of priorities, regulator reinforces its commitment to CSA’s proposed reforms and bolstering banking ombudsman
July 5, 2018

Industry News
Slideshow: Large disparity among banks’ average advisors
The gap between advisors’ ages, books of business, experience and productivity levels is growing even larger
July 5, 2018

Industry News
Wealth-management firms harness AI to increase efficiency
Hybrid advice model gives firms the opportunity to provide clients with more personalized services
July 4, 2018

From the Regulators
MFDA passes oversight review
July 4, 2018

From the Regulators
Regulators campaign against cryptocurrency and initial coin offering fraud
July 3, 2018

People
CFA Society Toronto announces election of 2018-2019 board members
July 3, 2018

From the Regulators
Canada joins international tax-crime fighting group
July 3, 2018

Industry News
IFIC expands Vulnerable Investors Resource Centre
July 5, 2018

Industry News
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
June 7, 2024

Jamie Golombek
CRA call centres getting better, but still a ways to go
The federal tax agency is making the transition to a new telephone system that will connect callers with agents more efficiently
July 2, 2018

Report Cards
In Case You Missed It: Report Card on Banks 2018
Branch-based financial advisors give the Big Six banks higher ratings
22 June 2018

Appointment Notices
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