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Thursday September 09, 2021
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Susan Silma
How you hold yourself out to clients matters
Transparency helps clients better understand the advisory relationship
September 8, 2021

Industry News
NDP's proposed wealth tax would generate $60 billion over five years: PBO
The party has pledged a 1% tax on those with over $10 million in wealth
September 8, 2021

From the Regulators
Financial sector vulnerabilities on the rise
Valuations, inflation, investor exuberance top European regulators' concerns
September 8, 2021

Mary Hagerman
A candid look at an advisor’s ETF portfolio
Columnist Mary Hagerman shares one of her top holdings and explains how she’s used it to donate to charity
September 7, 2021

From the Regulators
IIROC raises regulatory fees ahead of SRO overhaul
Fees as a share of industry revenues and profits have continued to decline
September 8, 2021

Industry News
Firms waived DSCs for hard-hit investors during Covid-19
Investor advocates remain concerned that deferred sales charge mutual funds are still being sold up until the June 1 ban
September 8, 2021

People
RF Capital appoints head of corporate development
Natalie Bisset will spearhead recruitment initiatives, strategic partnerships and acquisitions
September 8, 2021

Products
CIBC announces new LRCN offering
September 8, 2021

Industry News
BoC keeps key interest rate target on hold, citing pandemic-related risks
September 8, 2021

Partners’ Place

Appointment Notices
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