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Week of May 17, 2019
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ScotiaMcLeod head steps down
Rob Djurfeldt is no longer with the firm
May 16, 2019

Industry News
Fiera to acquire Foresters’ asset management business
The purchase lifts the firm’s liability-driven investment AUM to more than $25 billion
May 15, 2019

Industry News
Stock options, other budget measures not included in implementation bill
Annuities and changes to how fundholders are taxed are also unlikely to be dealt with before the fall election
May 14, 2019

Industry News
Nest Wealth acquires financial planning software firm Razor Logic Systems
The digital platform will now combine financial planning and wealth management
May 15, 2019

From the Regulators
Updated: OSC approves $1-million settlement with NextBlock
May 13, 2019

Industry News
Advisors top list of retirement planning tools: survey
May 13, 2019

Industry News
Manulife partners with BEworks to train advisors in behavioural economics
May 16, 2019

Industry News
Kids’ post-secondary costs delaying parents’ retirement
May 13, 2019

From the Regulators
IIROC enforcement remains steady, but the SRO is adding muscle
May 16, 2019

Brokerage Report Card
Firms must listen
May 3, 2019

Jamie Golombek
A cautionary tale on interest deductibility
A recent FCA case confirms a lower court’s decision restricting interest deductibility when ROC is involved
May 10, 2019

Appointment Notices
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