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Week of August 23, 2019
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Industry News
Poor punctuation underpins $150-million pension class action
The Oxford comma strikes again
August 15, 2019

From the Regulators
CRM2 fee disclosures fail to enlighten, empower investors: report
Many investors don't understand what they're paying based on the annual fee reports
August 19, 2019

From the Regulators
Failing brokerage firm suspended by IIROC
The firm had been in early warning over its capital position since June
August 16, 2019

Industry News
High net worth firm Grayhawk partners with Wealthsimple
The robo-advisor will provide an online platform for the firm's clients
August 15, 2019

From the Regulators
CRA clarifies TOSI's gross business income test
The agency posted examples to demonstrate how the new rules are applied
August 16, 2019

Ian Russell
Lessons from the recent GMP Capital transaction
Why well-managed small and mid-size independent dealers are competing effectively
August 15, 2019

Industry News
Two MGAs acquired by Financial Horizons Group
August 16, 2019

Products
Canadians using TFSAs more for savings than investments: survey
August 20, 2019

Industry News
Goldman Sachs unit invests in Toronto-based Slate Asset Management
August 19, 2019

From the Regulators
BMO banker joins OSFI top management ranks
August 19, 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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