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Week of February 22, 2019
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Industry News
Sun Life strengthens focus on clients
Eric Monteiro named chief client experience officer; Rowena Chan joins Sun Life from TD Wealth Financial Planning
February 19, 2019

From the Regulators
Fund dealers face new phishing fraud
Suspicious email are not legitimate, the MFDA warns, and dealers should not open the attachments or click on any links
February 20, 2019

Industry News
Advisor-reliant clients prefer fee-based accounts: survey
Self-directed investors prefer commissions-based relationships
February 19, 2019

From the Regulators
Regulators refuse proposed Bitcoin fund amid investor protection concerns
February 22, 2019

Industry News
Many women put their retirements at risk making financial sacrifices
By their late 50s, women have saved approximately half of what men have saved
February 21, 2019

Industry News
Investors want technology to help advisors, not replace them: survey
Millennials are much more likely to trust a robo-advisor, compared with older generations
February 20, 2019

From the Regulators
Former advisor sees sanctions doubled
Penalties added for unauthorized outside business activity
February 21, 2019

Research and Markets
Funds with international subadvisors don’t have an edge
Award-winning research paper suggests subadvisors with a foreign presence are unable to exploit local information
February 21, 2019

Products
CC&L introduces three “liquid alts”
February 21, 2019

Industry News
CRA kicks off 2018 tax filing season
February 19, 2019

Products
Better advice needed on the difference between TFSAs and RRSPs
February 21, 2019

Products
Franklin Templeton introduces suite of passive ETFs
February 20, 2019

Products
Provisus to launch nine platform-traded funds on NEO
February 19, 2019

Jamie Golombek
Jamie’s top RRSP tips for clients
As the annual contribution deadline approaches, here are three ways to help your clients get the most from their RRSPs
February 19, 2019

Special Reports
Advisors and Technology
How advisors and the financial services industry are embracing technology

Appointment Notices
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