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Week of May 15, 2020
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Editor’s choice
Advisor value is nearly triple the typical advisory fee: study
Research and Markets
Advisor value is nearly triple the typical advisory fee: study
Comprehensive wealth management can result in value of 2.88%
May 7, 2020
Industry News
CRA wins court decision forcing roofing company to give over customer records
The federal agency uses data to fight tax evasion in the construction sector
May 13, 2020
IIROC hit firms with nearly $2M in sanctions in 2019
From the Regulators
IIROC hit firms with nearly $2M in sanctions in 2019
Individuals were sanctioned a similar amount
May 11, 2020
 
Pre-signed forms remain a problem area for MFDA
From the Regulators
Pre-signed forms remain a problem area for MFDA
Almost half of the proceedings launched by the MFDA in 2019 involved allegations of pre-signed forms
May 12, 2020
Jamie Golombek
Is it time for temporary, tax-free RRSP withdrawals?
Many retirees are ineligible for the government assistance being offered during Covid-19
May 8, 2020
From the Regulators
Fraudster jailed following BCSC investigation
A pair of investors lost more than $500K
May 13, 2020
Research and Markets
Counting the job losses in financial services
Across all occupations, the hardest-hit sector was retail sales
May 13, 2020
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Inside Track
Paul Bourque
Canadian fund investors stay the course
Research shows investors are not susceptible to redemption runs
May 13, 2020
       
Partners’ Place
Appointment Notices
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