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Week of January 15, 2022
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Editor's choice
Fidelity to add Bitcoin exposure to portfolio funds
Products
Fidelity to add Bitcoin exposure to portfolio funds
The firm's all-in-one balanced and growth funds are looking to add a small allocation to Fidelity's Bitcoin fund
January 10, 2022
Industry News
CI Financial acquires Northwood Family Office
Toronto-based firm manages $2.2 billion in assets for HNW and UHNW clients
January 11, 2022
Helping clients make decisions in tumultuous times
Industry News
Helping clients make decisions in tumultuous times
For clients making life changes during Covid-19, advisors are providing clarity
January 13, 2022
IIROC panel sanctions rep for KYC violations
From the Regulators
IIROC panel sanctions rep for KYC violations
Clients lost over $1 million on risky options strategy in market crash
January 10, 2022
 
People
Dave Kelly named head of Gluskin Sheff
Kelly will report to Onex president Bobby Le Blanc in the newly created role
January 12, 2022
From the Regulators
Nova Scotia regulator bans repeat offender
The former rep was also ordered to pay a $500,000 fine for securities violations
January 11, 2022
People
IG Wealth names head of new financial planning division
January 6, 2022
Industry News
ASC permanently bans convicted fraudster
January 13, 2022
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