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Week of February 01, 2019
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Industry News
Wealthsimple unveils premium advice service
Clients who invest $500,000 or more with the robo-advisor will pay 0.4% of AUM
January 29, 2019

Industry News
Scotiabank gets top marks from J.D. Power
Overall satisfaction with Canadian banks has fallen, however
January 31, 2019

Research and Markets
Big banks poised to gain from open banking
Clients tend to prefer staying with their existing bank, report finds
January 28, 2019

Research and Markets
More than one-quarter of retired Canadians want to go back to work
While the majority of retirees who re-enter the job market are seeking intellectual stimulation, half also cite financial worries
January 30, 2019

Financial Planning
Canadians boost RRSP holdings
Cautious investors represent an opportunity for advisors
January 29, 2019

Products
Manulife AM tops list of Fundata Canada award winners
274 Canadian investment funds honoured at 2018 awards gala
January 25, 2019

Industry News
Outlook positive for big banks: DBRS
Rating agency expects solid earnings growth but warns of risks
January 30, 2019

From the Regulators
OSC permanently bans convicted fraudster
Panel calls Michelle Dunk’s misconduct “extremely serious”
January 25, 2019

News
TFSAs: Setback for the CRA
Tax Court decision may limit the scope of the advantage tax
January 21, 2019

Ellen Bessner
A missed opportunity for advisors
Updating your clients’ KYC form is both a chance to show clients that you have a sincere interest in helping them meet their goals and is an opportunity to grow your business
January 28, 2019

Appointment Notices
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