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Week of August 03, 2018
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Industry News
Canaccord delivering on plans to grow advisor roster
The firm has added 13 advisory teams from a year ago while the average book size per advisory team has risen by more than 80% in two years
August 1, 2018

From the Regulators
CSA warns of unauthorized access to database
A former contractor accessed personal and business information electronically on the web-based system registrants use to file information with regulators
July 27, 2018

Industry News
Coinsquare launches wealth-management subsidiary
Coin Capital Investment Management will offer investment products focused on emerging technologies such as blockchain, AI and cryptocurrencies
July 30, 2018

Products
Fidelity’s U.S. parent to introduce “zero-fee” funds
The two new index mutual funds, part of a suite of changes Fidelity is making to lower expenses, will be available Friday
August 1, 2018

From the Regulators
IIROC proposes changes to discount brokerage requirements
The self-regulatory organization aims to improve its surveillance capability
July 27, 2018

From the Regulators
OSC study suggests methods to encourage retirement planning
July 27, 2018

Products
CI to improve fee structure on certain mutual funds, preferred pricing program
July 30, 2018

Research and Markets
Stalled progress for women in Canadian C suites
July 31, 2018

Products
Horizons introduces two “no-fee” ETFs
August 2, 2018

Jamie Golombek
A summer RRSP project for advisors
Now is a great time to review your clients’ files to see if you have the most up-to-date information on their available RRSP contribution room
July 30, 2018

Report Cards
Insurance Advisors’ Report Card 2018
MGAs received high praise from their insurance advisors while those at dedicated agencies and the lone personal producing general agency were less enthusiastic

Appointment Notices
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