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Monday August 26, 2019
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Financial Planning
Potential effects of the new degree requirement for CFPs
A degree will be required to earn the "Certified Financial Planner" designation, effective April 2022
August 26, 2019

People
Fengate names new managing director for real estate
Jaime McKenna joined the alternative investment manager on Monday
August 26, 2019

Products
Tax changes lead Horizons to propose converting ETFs to corporate-class funds
Reorganization is in response to draft legislation that will implement changes to the "allocation to redeemers" rules
August 23, 2019

Research and Markets
Stock markets rebound
Hope of renewed trade talks between the U.S. and China boosted markets on Monday
August 26, 2019

Report Card on Banks
Growing divide
The banks' top producers significantly outperformed their colleagues
August 23, 2019

From the Regulators
Alberta firm gives up registration, ASC reports
The registrations for Wells Asset Management System were terminated
August 26, 2019

People
Rosemarie McClean leaving Ontario Teachers’ for role with UN pension fund
August 26, 2019

From the Regulators
New York state bolsters AG's authority to take on Wall Street
August 26, 2019

Research and Markets
Reforms may boost banks' algorithmic trading, Fitch says
August 26, 2019

Cary List
Leveraging behavioural economics to improve client outcomes
Financial planners need a strong understanding of the behavioural factors that come into play when creating and implementing a financial plan
August 23, 2019

Appointment Notices
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