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Week of October 14, 2023
Your Weekly e-newsletter and alerts
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Window closing on family business transfers using Bill C-208
News
Window closing on family business transfers using Bill C-208
Fed’s proposed new rules will be more restrictive
October 10, 2023
People
Industry moves this week
Laurentian Bank has announced further executive shifts following its leadership change earlier this month
October 11, 2023
Scotiabank, Sun Life form partnership for private investments
Industry News
Scotiabank, Sun Life form partnership for private investments
Scotiabank clients will get access to SLC's private asset strategies
October 10, 2023
Andy Mitchell
Help clients understand fees ahead of total cost reporting
Annual IFIC survey uncovers opportunity to improve investor understanding
October 6, 2023
Serving women clients: We’re not there yet
Susan Silma
Serving women clients: We’re not there yet
Six ideas to fill the service gap and grow your business
October 11, 2023
From the Regulators
OSC grapples with promise, risks of AI
Advisory and customer service functions are among the most advanced AI uses, a report says
October 10, 2023
Products
REIT ETFs eye rebound after rate hit
Managers see opportunities in steep discounts
October 10, 2023
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