Home Newspaper October 2020

October 2020


Governments and regulators aren’t funding independent advocacy

Sweeping recommendations to reform Ontario’s securities laws are facing a barrage of criticism

Despite disclosures, investors still don’t know what they pay

While banks increased loan-loss provisions, some firms rode rising markets for quarterly gains

Insurance Advisors’ Report Card

Legacy insurance agencies have relied on their strengths while adding new tools for advisors

Managing general agencies have compressed half a decade's worth of change into a few months

Brokerage Report Card

Using data from Investment Executive's Brokerage Report Card, we looked at the differences between advisors who use ETFs and those who don't

Building Your Business

After starting her career in Toronto, Newport Private Wealth portfolio manager Shauna George relocated to Kelowna, and hasn’t looked back

Now may be the time to reconsider your approach to marketing and client relationships

Focus on Products

The pandemic has accelerated the decline of retail space, but opportunities remain

Limited recourse capital notes, launched in July, have a 60-year term and could be held in a bond fund near you

New products from TDAM, BMO, Horizons and CIBC

Comment & Insight

Editorial: If the political will to carry the CCMR to fruition exists, now is the time to use it

Watch for the Sept. 23 throne speech to include promises easily repackaged into an election platform