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Week of August 17, 2018
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Editor’s choice
From the Regulators
MFDA bans former missing advisor
Harold Backer induced clients to invest in non-existent mutual funds
August 13, 2018
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
Industry News
Research project seeks to enhance investment product disclosure
IFIC partners with BEworks to examine investment cost and performance statements
August 16, 2018
 
Industry News
Low investor awareness of CRM2 a challenge for firms and advisors
Edward Jones tops J.D. Power investor satisfaction ranking for sixth consecutive year
August 16, 2018
From the Regulators
OSC doubles fine against former First Leaside CFO
August 15, 2018
From the Regulators
IIROC suspends guidance on trailer fees paid to discount brokers
August 15, 2018
Industry News
Wealthsimple to launch zero-commission stock trading service
August 16, 2018
People
IA Financial chooses Pierre Miron to lead IT strategy
August 13, 2018
Industry News
BMO Capital Markets launches blockchain pilot
August 15, 2018
People
Qualified Financial Services appoints president to lead growth
August 15, 2018
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Inside Track
Ian Russell
Dealers may narrow offerings in response to regulatory proposals
Many independent firms may restructure or retool their wealth-management operations to mitigate the negative impacts of the client-focused reforms
August 16, 2018
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
 
In Depth
Insurance Advisors’ Report Card 2018
Report Cards
In Case You Missed It: 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
   
Partners’ Place
Appointment Notices
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