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Week of May 07, 2022
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Editor's Choice
From the Regulators
ETF class action proceeds, raising bigger issues
The "hybrid" regulation of ETFs makes it impossible to bring a class action for misrepresentation, court finds
May 2, 2022
BMO Private Wealth names leadership duo
People
BMO Private Wealth names leadership duo
Meghan Meger and Geoff Newton will take over as co-heads of BMO Private Wealth in Canada next month
May 4, 2022
Luxury vehicle tax, DTC changes included in Budget 2022 implementation bill
Industry News
Luxury vehicle tax, DTC changes included in Budget 2022 implementation bill
Bill C-19 gives people who purchased luxury vehicles in 2021 a break
April 29, 2022
Industry News
Millennials working with financial advisors more than robos: report
A global study found 40% of millennials are turning to advisors while only 7% use automated advice
May 4, 2022
 
From the Regulators
FSRA approves another credential for financial planner title
The Canadian Securities Institute is the latest approved credentialing body for Ontario financial planners
May 4, 2022
People
Carte Wealth appoints new president
Maria Jose Flores was named the firm's president on May 3, and she plans to take the dealer to $50B in AUA
May 5, 2022
Research and Markets
Full-service firms fall short on holistic advice: J.D. Power
May 5, 2022
Products
ETF flows slow in brutal April
May 3, 2022
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