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Week of June 12, 2020
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From the Regulators
IIROC pitches merger with MFDA
New paper promises huge payoff from SRO consolidation
June 9, 2020

Dealers’ Report Card
Dealers’ Report Card 2020 main chart
How financial advisors rated their firms
June 5, 2020

Jamie Golombek
Help your clients plan for tax owing on CERB payments
Payments must be reported as income for the 2020 tax year
June 5, 2020

Industry News
Firms ramp up recruiting push
Covid-19 hasn’t thwarted wealth management firms’ efforts to attract new talent
June 8, 2020

From the Regulators
MFDA rejects IIROC merger overture
Fund industry SRO shoots down consolidation, reiterates call for overhaul
June 9, 2020

Dealers’ Report Card
Dealer firms build on momentum
Advisor satisfaction jumped, pushing average IE rating to a 10-year high
June 5, 2020

From the Regulators
E-signatures prevent pre-signed forms, but pose other risks
June 8, 2020

From the Regulators
Title regulation still a “key priority” for Ontario
June 9, 2020

News
Preparing for a second wave
June 5, 2020

Report Cards
Dealers’ Report Card 2020
Advisors entered Covid-19 from a position of strength, with average assets under management and productivity up dramatically from last year.
05 June 2020

Appointment Notices
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