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Week of October 19, 2019
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Industry News
Paying RRSP, TFSA investment fees from outside the accounts not an advantage, Finance says
The department acknowledges there often isn't a tax motivation when doing so
October 11, 2019

News
"Outside blood" to lead CI
MacAlpine brings a global perspective
October 11, 2019

Advisors’ Report Card
Where the industry is succeeding, and falling short
Firms across the industry enjoyed a solid year of growth (story includes main chart)
October 11, 2019

From the Regulators
Investment dealers must own their mistakes, IIROC says
The SRO is cracking down on dealer agreements with retail investors designed to shield firms from liability
October 10, 2019

Industry News
CRA confirms advantage tax rules relief
Paying RRSP, TFSA investment fees from outside the accounts not an advantage
October 16, 2019

Industry News
Liberals’ proposed annuities probably won’t be ready next year
Industry more focused on VPLAs than ALDAs
October 11, 2019

People
Franklin Templeton Canada names new private wealth, institutional heads
October 15, 2019

From the Regulators
Financial literacy lagging, FINRA finds
October 10, 2019

From the Regulators
Audit scammer sent to slammer
October 11, 2019

Research and Markets
Whoever wins the election will face declining demand for Canadian energy: report
October 15, 2019

Dustyn Lanz
Research shows investors value sustainability
Study finds causal evidence that retail investors will move assets into RI funds if it is made easier to do so
October 11, 2019

Appointment Notices
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