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Week of December 14, 2018
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Industry News
Proposed class action against Mackenzie seeks $175 million in damages
The lawsuit has been filed on behalf of discount brokerage clients who allegedly paid excessive management fees on mutual mutuals
December 13, 2018

Industry News
Ontario decision a win for private corporations
The provincial government’s November announcement that it will not match the feds’ taxation of private corporations may result in big tax savings for small companies
December 10, 2018

Industry News
FPSC panel releases revised standards of professional responsibility
New “duty of loyalty” for financial planners replaces “client first” principle
December 11, 2018

Products
Equitable Bank product uses whole life insurance to fund retirement
Clients can borrow up to 90% of the cash surrender value of the life insurance policy
December 12, 2018

Products
Manulife announces changes to two funds subadvised by Mawer
Travis Goldfeldt will take over lead manager duties from incoming Mawer president Craig Senyk
December 12, 2018

Industry News
Echelon acquires Dundee Securities
December 14, 2018

Industry News
CI acquires majority stake in WealthBar
December 14, 2018

Industry News
Insurers turn to tech as broker’s role in doubt: KPMG
December 7, 2018

Products
London Life, Mackenzie introduce goals-based investing program
December 13, 2018

Industry News
Newly wealthy clients need help with shifting priorities
December 10, 2018

Products
ETFs to chip away at mutual fund market share in 2019
December 11, 2018

Partner Reports

Partner Reports
Insured Retirement Program
The IRP program is now available to whole life insurance clients at all major providers!
December 4, 2018

Inside Track

Ian Russell
FSRA will have many benefits
Ontario’s new insurance regulator will raise the standards of transparency and conduct not only in the province, but nationally
December 14, 2018

David Reeve
Get ahead on the client-focused reforms
Advisors could begin to use technology now to stay onside of the CSA’s proposed client-focused reforms when they take effect
December 10, 2018

December 2018 Newspaper

Building Your Business
Special thanks
The holiday season is a good time to express gratitude to your clients. Here are some tips to help ensure your event - or gift - resonates throughout the year

Building Your Business
Just say "no" to holiday stress
Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced

Partners’ Place

Appointment Notices
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