RESP-gate gets messier
The Ontario Information and Privacy Commissioner issued an Order Tuesday requiring the Rouge Valley Health System to implement wholesale changes to its electronic information systems while RESP dealers remain nameless.
CRM2 delay: advisors have their say
By now most are aware that IIAC has asked IIROC for a six-month extension on the final implementation of CRM2. Already more than two years in, does it really make sense to prolong the process until the end of 2016?
Michael Lewis’ eight wishes for Wall Street
The author of Blind Side and Moneyball comes up with a very interesting list of wishes for Wall Street. He might be on to something.
Canadian family office receives North American recognition
The nominations for the PAM Awards – Private Asset Management magazine’s annual recognition of those doing good work within the private asset management industry – have just been released. A Canadian firm notched three nominations, the first ever north of the border.
Private equity heats up retail
La Caisse is among the buyers of world’s largest specialty pet retailer. The $8.7 billion deal to buy PetSmart is the largest private equity deal in 2014. Are more to come?
Alternative investments: three easy ways to play
It’s been awhile since WPs discussed alternative investments so we’ve gone in search of three options advisors might consider for the riskier portion of their client’s portfolios.
Canada’s top guns announced
Brendan Wood released its 2014 Top Gun awards last week – and there’s a few familiar names among the winners.
Alleged RESP list-seller appears in court
A former Rouge Valley Hospital employee, who allegedly sold investor lists to RESP dealers culled from patient records, appeared in court Friday. WP asked Ottawa lawyer Harold Geller for his take on the case.
WP creates a truly Canadian ETF
No, we’re not getting into the fund business. However, our latest poll asks advisors if they would recommend it.
Wealthsimple expands at furious pace
WP checks in with the CEO of online advisor firm as business gets up to speed.