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Week of September 14, 2018
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From the Regulators
Ontario pushes back on CSA’s proposed DSC ban
The province’s new government has come out against regulators’ proposals to ban DSCs on mutual funds, which were released for public comment Thursday
September 13, 2018

Products
Fidelity Canada to launch suite of factor-based ETFs
The six dividend ETFs are also available in traditional mutual fund structures
September 11, 2018

Industry News
Sun Life introduces rewards program
Platform tracks, measures and motivates clients to achieve financial security and live healthier
September 12, 2018

Industry News
TD self-directed investors will be able to build their own financial plans
TD Bank plans to launch a direct access digital advisor service using a platform developed by The Hydrogen Technology Corp.
September 12, 2018

Industry News
Court dismisses advisor negligence lawsuit
September 11, 2018

Industry News
CARP, FAIR Canada call for feds to designate OBSI “single, binding dispute resolution body”
September 10, 2018

Industry News
Proposed changes to AML regulations pose challenges for securities industry: IIAC
September 10, 2018

People
Manulife names new CIO
September 12, 2018

Industry News
More students learning about careers in finance
September 12, 2018

Industry News
Desjardins partners with fintech to boost online brokerage platform
September 13, 2018

Inside Track

Paul Bourque
Both mutual funds and ETFs can help achieve clients’ goals
Having both products as investment options enhances the ability of advisors to create portfolios that best meet their clients’ needs
September 13, 2018

Dustyn Lanz
Busting the RI performance myth
A growing body of evidence shows that responsible investments perform just as well, if not better than traditional investments
September 10, 2018

Report Cards

Report Cards
Advisors’ Report Card 2018
Advisors are looking to their firms for help in planning for the future
24 August 2018

Partners’ Place

Appointment Notices
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