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Week of November 08, 2019
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From the Regulators
B.C. court appoints receiver for crypto platform Einstein Exchange
The BCSC took action when customers on the unregistered exchange couldn't access their assets
November 4, 2019

From the Regulators
Ontario to review Securities Act for first time in 16 years
Province will create a task force for the review
November 6, 2019

Industry News
Qtrade Investor clients now have access to Wealthscope tool
Portfolio Score acts as a “health check” for investors’ portfolios
October 30, 2019

Industry News
CI Financial partners with fintech firm
The d1g1t enterprise wealth management platform enables firms to share real-time intelligence
October 30, 2019

Building Your Business
Relief for clients managing estates
Ontario government has lowered probate fees and extended the filing deadline for estate information returns
November 1, 2019

Practice Management
Insights from an audit of a referral business
CSA reforms on referral arrangements have been put on the back burner — for now
October 31, 2019

Industry News
Ontario proposes cutting the small business corporate tax rate
November 6, 2019

Special Reports
What is responsible investing, anyway?
November 4, 2019

From the Regulators
IIROC launches crypto advisory group
October 31, 2019

Industry News
IGM Financial profits rise on 'favourable' returns
November 1, 2019

Ellen Bessner
Selling your book of business? Make sure it is compliant
Sophisticated buyers will know what to look for to determine if it is a compliant business
November 1, 2019

Appointment Notices
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