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Week of June 28, 2019
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Research and Markets
Advisors top list of retirement planning resources: survey
Fidelity Investments also found that almost half of Canadians expect to carry debt into retirement
June 24, 2019

Industry News
Advisors could be doing more for HNW clients: report
A survey studied client engagement to determine what makes an exceptional advisor
June 20, 2019

Industry News
Proposed class action over failed ETF dismissed by Ontario court
Suit filed over a fund that lost 90% of its value overnight in 2018
June 25, 2019

Industry News
Court denies investor class action against a former rep
IIROC permanently banned the former rep and fined him $450,000 in 2018
June 26, 2019

Industry News
New robo platform caters to female investors
Smart Money for Her incorporates specific assumptions into its goals-based platform
June 25, 2019

Research and Markets
New StatsCan study uncovers the signals of financial distress
StatsCan finds debt-to-asset ratio a better indicator of distress than debt-to-income
June 26, 2019

Research and Markets
How advisors can improve service for affluent clients
June 20, 2019

Industry News
NDP pledges to raise taxes on the wealthy but keep small biz rate
June 20, 2019

People
Vertex One director resigns
June 20, 2019

Research and Markets
Vulnerable clients the focus of regulators
June 21, 2019

Dustyn Lanz
Sustainable finance: three things advisors need to know
What is sustainable finance, and what does the recent report from Canada’s Expert Panel on Sustainable Finance mean for advisors?
June 21, 2019

Appointment Notices
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