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Week of November 16, 2018
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Industry News
Investors may have an unrealistic understanding of risk and return: survey
Majority say they would choose safety over investment performance
November 16, 2018

News
Stuck in neutral
Mutual funds sales slump reflects investors’ risk-averse mentality
November 13, 2018

Products
IG Wealth Management introducing unbundled pricing for all clients
The company is also rolling out more competitive pricing to reward client loyalty
November 15, 2018

From the Regulators
Quebec won’t join national regulator
The Autorité des marchés financiers will continue overseeing all stakeholders in the Quebec financial sector
November 12, 2018

Research and Markets
Ontario won’t match feds’ small biz tax changes
November 15, 2018

Industry News
Canaccord continues to grow advisor roster
November 14, 2018

Products
CIBC to launch suite of ETFs
November 15, 2018

From the Regulators
TD Waterhouse Canada fined $140,000 for failing to oversee advisor’s trading
November 14, 2018

Industry News
Wealthy millennials will reshape philanthropic giving
November 13, 2018

Industry News
Learnedly introduces cannabis course for advisors
November 14, 2018

Partner Reports
Stay active with bonds
Invest strategically within fixed income to maximize diversification benefits
November 13, 2018

Cary List
All Canadians must have access to a financial planner
The financial services sector needs to take steps to ensure the financial planning needs of the mass market consumer are served
November 12, 2018

Paul Bourque
Leveraging behavioural economics research to enhance disclosure
Existing research shows that providing investors with clear and timely information, in a format that’s proven to be effective, can only lead to better outcomes
November 15, 2018

Financial Planning
Focus on making philanthropy personal
With a focused approach to giving, clients can measure their impact and feel connected to their causes
November 15, 2018

Special Reports
Planning for the New Retirement
Help clients navigate the many necessary decisions as they prepare for retirement

Appointment Notices
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