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Week of March 01, 2019
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From the Regulators
Tipsters collect $7.5 million in first-ever payouts under OSC bounty program
The rewards were for three separate cases
February 27, 2019

Industry News
Plenty of advantages for clients who file taxes before April 30
February 28, 2019

Industry News
Canadian women are unsure about maintaining their lifestyles: poll
Find out where advisors can fill in the gaps in confidence
February 26, 2019

Research and Markets
Mutual funds saw $53 million in net redemptions for January
Assets increased 3.5% from the previous month
February 25, 2019

From the Regulators
ASC bans and fines fraudsters for Ponzi scheme
Fines and disgorgement total more than $4 million
February 25, 2019

From the Regulators
Victims, regulators recover millions from Bossteam Ponzi scheme
The BCSC says it has collected $4.8 million in penalties
February 22, 2019

Industry News
Canadian parents supporting millennial children well into adulthood
Nearly half of parents with children 30 to 35 are still providing support, a poll says
February 28, 2019

Products
Better advice needed on the difference between TFSAs and RRSPs
Penalties for overcontributing can eat away at client investments
February 21, 2019

From the Regulators
Elder financial abuse is growing rapidly, U.S. consumer agency warns
A report finds that suspected exploitation quadrupled between 2013 and 2017
February 27, 2019

From the Regulators
Regulators refuse proposed Bitcoin fund amid investor protection concerns
Decision raises liquidity and custody issues
February 22, 2019

Ellen Bessner
Three key principles for power of attorney
As the Canadian population ages, many advisors face difficult situations regarding POA
February 22, 2019

Appointment Notices
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