If you cannot view this e-mail correctly, please click here

 
Monday June 21, 2021
Your Daily PM e-newsletter and alerts
Go to website
SROs consult on CFR suitability guidance
From the Regulators
SROs consult on CFR suitability guidance
The proposals are out for a 60-day comment period
June 21, 2021
Industry News
Richardson Wealth strikes deal with Envestnet to provide UMA platform
The brokerage's investment in technology is a key part of its new growth strategy
June 21, 2021
Court approves $100-million BMO class action settlement over FX fees
From the Regulators
Court approves $100-million BMO class action settlement over FX fees
The legal team gets $20 million, and a former advisor turned plaintiff was awarded $50,000
June 18, 2021
Research and Markets
Investing trumps politics, religion as a taboo topic: survey
English speakers are more likely to avoid conversations about investing than French speakers, according to a national poll
June 21, 2021
Industry News
Indigenous businesses in need of financial aid face barriers to accessing relief
For some, there is a feeling of distrust around government money
June 21, 2021
From the Regulators
Fraudsters face jail in US$150-million online scheme
Phony websites, offshore accounts were used to dupe banks and credit card companies
June 21, 2021
Research and Markets
Bigger capital buffer warranted as debt risks rise: Fitch
The agency affirmed Canada's AA+ rating, although debt remains a concern
June 21, 2021
desktop
         
Partners’ Place
Appointment Notices
Brought to you by: Appointment Notices