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Thursday March 25, 2021
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Industry News
New iA Private Wealth head promises to “win the hearts” of advisors
The firm’s third president in four years plans to improve advisor communication, support services
March 25, 2021

From the Regulators
ASC seeks new ways to connect start-ups with investors
The regulator has proposed a new mechanism to replace Northwestern exemption
March 25, 2021

Susan Silma
How enhanced KYC requirements are changing client conversations
You can build stronger relationships with clients by implementing new requirements now
March 24, 2021

Industry News
Mogo to acquire investing app
The deal for Moka will accelerate Mogo's plan to launch a free stock-trading platform
March 25, 2021

Industry News
Crypto firm strikes client disclosure deal with CRA
Coinsquare must provide tax authorities with account data on its largest clients
March 24, 2021

Research and Markets
First-time buyers in the Prairies eager to enter the housing market
Buyers in Ontario, B.C. and Quebec are less optimistic about now being a good time to buy
March 25, 2021

People
Manulife Investment Management adds to impact investment team
March 25, 2021

Research and Markets
SPAC mania likely unsustainable, DBRS says
March 25, 2021

Partners’ Place

Appointment Notices
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