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Friday August 23, 2019
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Research and Markets
Trillions in HNW assets up for grabs in years ahead
GlobalData predicts US$2.4 trillion will move firms
August 22, 2019

From the Regulators
CSA issues guidance for firms that need help with compliance
The guidance aims to help firms identify and engage appropriate consultants
August 22, 2019

From the Regulators
New IIROC rulebook approved for June 2020
The change is intended to make the organization's rules easier to understand
August 22, 2019

Industry News
What happens to Fido when your client dies?
Pet owners are showing more interest in making provisions for their furry friends
August 22, 2019

Industry News
PlanPlus announces 2019 Global Financial Planning Awards winners
First-time competitor Michael Palumbos of Rochester, NY took top prize for the Americas
August 22, 2019

Industry News
Mid-size bank to launch covered bond program
Equitable would be the first Canadian bank of its size to offer covered bonds
August 22, 2019

From the Regulators
CSA to delay OTC derivatives reforms
August 22, 2019

Industry News
CIBC hikes dividend as it reports third quarter profit rise, beating estimates
August 22, 2019

Partner Reports

Partner Reports
Supporting the business and the owner with one team
Commercial banking and private wealth teams are working closer together.
August 22, 2019

Partners’ Place

Appointment Notices
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