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Week of June 01, 2019
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Editor’s choice
From the Regulators
Complaints about financial planners rose in 2018: FP Canada
Seven complaints were referred to a hearing panel, half as many as the previous year
May 24, 2019
Research and Markets
Mass-market households missing out on financial advice: survey
More than one-third don't have access to a financial professional
May 29, 2019
From the Regulators
FX trading scheme leads to fine, ban
NSSC hands down $150,000 administrative penalty
May 27, 2019
 
Research and Markets
Government advisory committee calls for disability tax credit changes
The report also argues for a basic income to address poverty in the disability community
May 24, 2019
From the Regulators
Former CFO fined, banned after admitting to accounting failures
Octagon Capital was suspended in 2015 after IIROC found it to be capital deficient
May 28, 2019
Research and Markets
Half of Canadians have no disability insurance: survey
Coverage is declining as more Canadians need to take time off
May 28, 2019
From the Regulators
Quebec court upholds $285,000 in fines for illegal brokerage activity
Two individuals and a numbered company were implicated
May 24, 2019
Research and Markets
Alternative investment strategies growing in popularity among institutional investors: report
May 27, 2019
Industry News
IA Clarington parts with Sarbit Advisory Services
May 30, 2019
People
Calgary advisor wins PlanPlus award
May 29, 2019
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Inside Track
David Reeve
Preparing for the intergenerational wealth transfer
As millennials inherit their parents’ wealth, advisors will need to evolve their business practices
May 24, 2019
     
Partners’ Place
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