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Month of October 01, 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

Industry News
IFIC proposes four titles for advisors
The mutual fund industry trade group support’s the CSA’s proposed ban on titles that are based on sales activity
September 14, 2018

Industry News
Making a move to independence
Elie Nour left Manulfe Securities to start investment dealer Nour Private Wealth
September 17, 2018

Industry News
Future looks profitable for independent retail firms
Their success has been overshadowed by the struggles of institutional dealers
September 6, 2018

From the Regulators
IIROC fines CIBCWM and B.C. branch manager for failing to supervise advisor
September 25, 2018

Products
Clearing the way for longevity insurance
September 18, 2018

Products
PolicyMe brings education and advice to digital life insurance
September 5, 2018

Products
Fidelity Canada to launch suite of factor-based ETFs
September 11, 2018

Industry News
FPSC plans transition to FP Canada
September 19, 2018

Industry News
Groups introduce new strategic philanthropic designation for advisors
September 20, 2018

Partner Reports

Partner Reports
Active management – unbundled
Build more cost-effective portfolios with a focus on the source of returns
September 18, 2018

Inside Track

Ellen Bessner
Steer clear of conflicts of interest
Take these four steps to avoid mistakes that can cost advisors their livelihood
September 4, 2018

September 2018 Newspaper

News
The debate over CRM3
Growing resistance to the MFDA’s plan to increase disclosure
August 24, 2018

News
Greater flexibility
Changes in CDIC coverage include new categories for RESPs and RDSPs
August 24, 2018

Building Your Business
Following your own advice
After decades of helping clients plan for retirement, do you have a plan of your own?
August 24, 2018

Report Cards

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

Partners’ Place

Appointment Notices
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