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Thursday October 18, 2018
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Research and Markets
North American markets slump for second day in a row
TSX, Dow post triple-digit losses
October 18, 2018

People
Stefan Kristjanson retiring from Great-West Lifeco
Jeff Macoun named president and COO, Canada
October 18, 2018

From the Regulators
CSA outlines procedures for dealing with market disruptions
Today’s notice sets out the responsibilities of industry firms and regulators in dealing with a market disruption
October 18, 2018

Letters to the Editor
Clients have spoken — and regulators should listen
IFIC’s recent Canadian Mutual Fund Investor Survey found that investors are very satisfied with their advisors and prefer to pay their fees indirectly
October 18, 2018

Industry News
BMO preps rollout of financial planning tool
BMO WealthPath aims to be a more interactive and collaborative way to engage clients in financial planning discussions
October 17, 2018

Industry News
Act now to avoid losing small business tax deduction
October 18, 2018

Research and Markets
Majority of first-time buyers maxed out budgets to buy a home: CMHC
October 18, 2018

Industry News
Firms announce combination of Invesco and OppenheimerFunds
October 18, 2018

Research and Markets
ISS focuses on board gender diversity in Canada
October 18, 2018

Ian Russell
Now is the time to focus on advisor productivity
Taking this approach can help arrest erosion in operating margins in the wealth-management business and be of benefit to clients
October 18, 2018

Magazines
HNW Guide 2018
HNW clients want guidance on the complex challenges that wealth can bring

Appointment Notices
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