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Week of May 03, 2019
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Industry News
CRA updates RRSP, TFSA advantages folio
The agency made revisions based on comments received from the tax community
April 26, 2019

From the Regulators
Former fund rep and two others duped investors
BCSC hearing panel finds investors were defrauded of more than $1.1 million
April 30, 2019

Industry News
Clients may be leaving money on the table at tax time
IG Wealth Management outlines three areas that could trip clients up
April 26, 2019

Research and Markets
Active managers lagged in 2018: SPIVA Canada Scorecard
More than 75% of Canadian equity fund managers underperformed the S&P/TSX composite last year
April 29, 2019

Industry News
Discuss retirement income to ease client fears
April 26, 2019

Industry News
Macquarie shutters equity sales, trading and research businesses in Canada
April 29, 2019

Practice Management
How advisors can protect themselves from E&O claims
April 29, 2019

Industry News
Digital identity verification comes to Canadian financial institutions
May 1, 2019

Products
U.S. fund fees at record lows
April 30, 2019

Practice Management
How to become a new economy advisor in five steps
April 26, 2019

Dustyn Lanz
Gender lens investing
Men hold the vast majority of board seats and CEO positions in Canada. Gender lens investing aims to close the gap.
April 26, 2019

Appointment Notices
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