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Thursday January 30, 2020
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Industry News
Elderly fraud victim suing bank
The woman claims the bank owes clients a duty to identify possible fraud
January 29, 2020

Industry News
ETFs forcing advisors to focus on behavioural coaching
Plus, Inside ETF pundits pick their favourite funds from the last year
January 29, 2020

Research and Markets
Securities class actions hit record levels in 2019
Canadian firms, particularly cannabis companies, facing higher U.S. class action activity
January 29, 2020

People
Quebec government selects new CEO of the Caisse, replacing Michael Sabia
Charles Émond moves up from his role as senior vice-president overseeing Quebec, private investments and strategic planning
January 29, 2020

Industry News
November’s CFP exam saw record number of candidates
FP Canada also held the final sitting of the FPSC level 1 exam
January 29, 2020

Research and Markets
Advisors and investors optimistic about equities in 2020
Both groups are less bullish on fixed income, according to a survey from Horizons
January 29, 2020

Research and Markets
Vancouver housing prices revive in Q4
January 29, 2020

Susan Silma
5 ways you can increase client engagement during RRSP season
Take the time to help your clients become more financially literate. It’s worth it — for you and for them.
January 29, 2020

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