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Wednesday August 15, 2018
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Industry News
Millennials don’t seek professional advice when they receive an inheritance
Nearly half of those who have already inherited wish they had sought financial help
August 14, 2018

From the Regulators
OSFI announces compliance deadlines for bank word restrictions
Amendments will permit regulated non-bank institutions to use “generic bank terms”
August 14, 2018

Industry News
Scotiabank to acquire bank in Dominican Republic
The deal for Banco Dominicano del Progreso will double Scotiabank’s customer base in the country
August 14, 2018

From the Regulators
IIROC suspends guidance on trailer fees paid to discount brokers
The move is intended to reduce regulatory uncertainty following the CSA’s plan to propose rule changes
August 15, 2018

Products
Fiera announces upcoming manager and subadvisor change for infrastructure bond fund
August 14, 2018

Research and Markets
Toronto, U.S. markets end higher
August 14, 2018

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

Keith Costello
A winning strategy for clients’ retirement plans
Investing in elite businesses that pay steady and rising dividends has proven to be a strategy that works
August 13, 2018

News
Banking: A shift from retail
Scotiabank’s recent acquistions were a complimentary fit

News
Insurance leads to better view of advice
Recent research reveals that clients who have life insurance place more value on the advice they receive and are more loyal

Appointment Notices
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