The IIAC in the News

The IIAC in the News

* Please note that some media outlets require a subscription to access content and also that some links may become inactive over time.

Date

Outlet

Title of Article

URL

2-April-20Investment Executive“FATCA, 10 years on”Click here
25-March-20The Globe and Mail“Could regulatory review open door to advisor incorporation?”Click here
24-March-20The Globe and Mail“Investment industry in lockstep behind a single SRO”Click here
17-March-20The Globe and Mail“Investment industry groups target key issues in pre-budget submissions”Click here
6-March-20Investment Executive“Reg task force has work cut out for it”Click here
5-March-20Investment Executive“CSA recruits firms to fight elder fraud: Regulators propose measures to help firms protect vulnerable clients”Click here
5-March-20Advisor’s Edge“CSA proposes new rules to help firms tackle elder fraud”Click here
4-March-20Advisor’s Edge“Ontario to focus on deficit in March 25 budget”Click here
4-March-20Investment Executive“Ontario budget set for March 25”Click here
2-March-20The Globe and Mail“Former Gluskin Sheff executive Peter Mann named co-CEO of Grayhawk as company plans national expansion”Click here
28-February-20National Post“John Ivison: Expanding capital gains tax would be very short-sighted approach to fighting federal deficit”Click here
26-February-20Benefits and Pension Monitor“Canada Poised For Green Bond Growth”Click here
24-February-20Advisor’s Edge“Canada’s green bond market still limited: IIAC”Click here
24-February-20Investment Executive“Kickstarting Canada’s green bond market”Click here
12-February-20Investment ExecutiveOp-Ed: “Expect structural change in the investment industry as competitive conditions intensify?”Click here
11-February-20The Globe and MailOp-Ed: “What kind of modernization does the Securities Act really need?”Click here
5-February-20Finance et Investissement« L. Jacques Ménard est décédé »Click here
4-February-20Insurance Portal“Small investment dealers hold inherent weaknesses, says IIAC president”Click here
3-February-20The Globe and Mail“Provincial securities commissions should take over stock market trading supervision in Canada, report says”Click here
3-February-20Advisor’s Edge“IIAC predicts small firms may face consolidation”Click here
3-February-20Investment Executive“Small dealers facing consolidation: IIAC”Click here
31-January-20Investment Executive“Liberals ready to fulfil promises in 2020 budget”Click here
30-January-20The Globe and Mail“Edward Jones builds up advisor roster with experienced recruits”Click here
30-January-20Refinitiv Perspectives“Redefining ESG: A green taxonomy for Canada?”Click here
30-January-20Finance et Investissement« Rabais sur les frais de transaction : l’ACCVM se range du côté des ACVM »Click here
27-January-20The Hill TimesOp-Ed: “New legislation around privacy fits well within existing SRO structure”Click here
27-January-20Financial PostOversight or interference? Jensen’s pending departure sparks debate about government’s relationship to OSC”Click here
23-January-20Advisor’s Edge“The future of wealth management”Click here
16-January-20Hockey Canada“Hockey Canada Foundation welcomes new board members”Click here
14-January-20Finance et Investissement« 5 tendances fintech à surveiller en 2020 »Click here
12-January-20The Globe and Mail“Family rejects rumours of possible Richardson GMP sale as firm refocuses on its wealth management roots”Click here
18-December-19Investment Executive“Industry engagement key to burden reduction measures”Click here
12-December-19The Globe and Mail“Stifel GMP hires Matthew Gaasenbeek as co-head of investment banking”Click here
12-December-19Investment Executive“CSA promises SRO review for 2020”Click here
12-December-19Advisor’s Edge“CSA promises SRO review for 2020”Click here
11-December-19Minden Gross LLP“IIAC in Support of the OSC Having Blanket Order Powers”Click here
5-December-19Finance et Investissement« Un bon citoyen du monde »Click here
3-December-19Investment Executive“OSC should have blanket order powers, IIAC says”Click here
3-December-19Advisor’s Edge“IIAC says OSC should have power to issue blanket orders”Click here
3-December-19Conseiller« Objectif pour 2020 : survivre! »Click here
3-December-19Investment Executive“Title regulation coming to the Prairies”Click here
2-December-19Investment Executive“Regulatory challenges for the year ahead”Click here
2-December-19Advisor’s Edge“Regulators challenged by harmonization, tech, climate change”Click here
29-November-19Investment Executive“IIAC calls for rethink on defining in-house accounts”Click here
29-November-19Advisor’s Edge“IIROC’s proposal on identifying in-house accounts too broad: IIAC”Click here
15-November-19Investment Executive“OBSI-IIROC info sharing worries IIAC”Click here
15-November-19Advisor’s Edge“IIAC concerned about communication between ombudservice, regulator”Click here
15-November-19Investment Executive“Newsmaker: A good global citizen”Click here
15-November-19Investment Executive“Are you too conservative with your senior clients’ portfolios?”Click here
15-November-19Finance et Investissement“Trop conservateur, le portefeuille de vos clients âgés ?”Click here
14-November-19Finance et Investissement« Le Comité Jeune de Finance Montréal lancera bientôt ses activités »Click here
11-November-19Securities Finance Monitor“IIAC comments on Canadian privacy regulation PIPEDA”Click here
10-November-19The Globe and Mail“Bankers to see disappointing bonuses after slow year for deals”Click here
7-November-19Finance et Investissement« La loi sur la protection de la vie privée devrait se durcir »Click here
6-November-19Advisor’s Edge“Ontario announces task force to review ‘outdated’ Securities Act”Click here
6-November-19Investment Executive“Ontario to review Securities Act for first time in 16 years”Click here
1-November-19Finance et Investissement« Au coeur de l’action »Click here
1-November-19Investment Executive“Will the Liberals raise the capital gains tax rate?”Click here
31-October-19Financial PostOp-Ed: “The next steps in streamlining and reducing investment regulation”Click here
31-October-19Investment Executive“Insights from an audit of a referral business”Click here
31-October-19Advisor’s Edge“Rethinking referral arrangements”Click here
30-October-19Finance et Investissement« Six membres de l’industrie honorés lors du gala de l’ACCVM »Click here
29-October-19Investment Executive“Bespoke advice becoming more important in changing industry”Click here
29-October-19Advisor’s Edge“Providing bespoke advice in the face of automation”Click here
24-October-19Journal Metro« IIAC Leadership financier d’un Dorvalois souligné »Click here
24-October-19Advisor’s Edge“IIAC unveils 2019 Top Under 40 Award winner”Click here
24-October-19Investment Executive“Devan Legare named 2019 winner of IIAC Top Under 40 Award”Click here
16-October-19Investment ExecutiveOp-Ed: “Changing the game on cross-border data processing”Click here
16-October-19Finance et Investissement« Des technologies qui révolutionneront la profession de conseiller »Click here
15-October-19Finance et Investissement« La Station Fintech Montréal ouvre bientôt ses portes »Click here
11-October-19Advisor’s Edge“Paying RRSP, TFSA investment fees from outside the accounts not an advantage, Finance says”Click here
11-October-19Conseiller« À qui appartiennent les données clients ? »Click here
11-October-19Journal Haute-Côte-Nord« Association canadienne du commerce des valeurs mobilières – Bernard Filiatrault en lice pour un prix national »Click here
9-October-19Finance et Investissement« L’open banking est à nos portes »Click here
9-October-19Finance et Investissement« Qui a peur de l’Intelligence artificielle ? »Click here
9-October-19Advisor’s Edge“Industry wants involvement in CSA filing system overhaul”Click here
9-October-19Investment Executive“Industry demands voice on CSA systems reno”Click here
8-October-19Finance et Investissement« Nommée une seconde fois à 35 ans »Click here
2-October-19Le Manic« Bernard Filiatrault en lice pour un prix national »Click here
2-October-19Financial Post“Canadian bankers want to include oil in the push for sustainable finance”Click here
2-October-19Bloomberg“Canadian bankers want to include oil in push for sustainable finance”Click here
1-October-19Finance et Investissement« Controverse au sujet du programme”Click Here
20-September-19The Globe and Mail“Open banking could be ‘very positive’ for financial advice business”Click here
20-September-19Investment Executive“Legislation review overdue”Click here
9-September-19Investment Executive“IIAC says Saskatchewan’s title regulation shouldn’t extend to financial advisors”Click here
9-September-19Advisor’s Edge“IIAC to Saskatchewan: title regulation should focus on planners, not advisors”Click here
6-September-19Investment Executive“IIROC’s CE proposals draw criticism”Click here
6-September-19Advisor’s Edge“Industry groups critical of IIROC’s CE proposals”Click here
5-September-19Conseiller« Une conseillère québécoise se démarque »Click here
5-September-19Finance et Investissement« Les technologies réglementaires chez les conseillers »Click here
3-September-19Investment Executive“Nominees revealed for IIAC’s 2019 Top Under 40 award”Click here
3-September-19Advisor’s Edge“IIAC reveals nominees for 2019 Top Under 40 award”Click here
30-August-19The Hill TimesOp-Ed: “How feds can help green-bond market flourish to meet Paris climate targets”Click here
28-August-19Finance et Investissement« OCRCVM : la modernisation des règles est complétée »Click here
22-August-19The Globe and Mail“Independent investment dealers are in the midst of a resurgence”Click here
15-August-19Investment ExecutiveOp-Ed: “Lessons from the recent GMP Capital transaction”Click here
12-August-19Securities Finance Monitor“IIAC backs data use by vendors amid privacy probe”Click here
6-August-19Investment Executive“IIAC resists federal data protection proposals”Click here
30-July-19Conseiller« Des amendes moins élevées pour les représentants »Click here
30-July-19The Insurance and Investment Journal“Rising market data costs raising operating costs”Click here
29-July-19Investment Executive“IIAC comments on IIROC’s proposed disciplinary tools”Click here
29-July-19Advisor’s Edge“IIAC calls for lower fines in minor contravention program”Click here
21-July-19The Globe and MailOp-Ed: “Blunting the rapid escalation in market data fees to improve investment returns”Click here
15-July-19Bloomberg Tax“IRS Prop. Reg.: Comments Submitted on Withholding of Tax, Information Reporting Regarding Interests in Partnerships Engaged in the Conduct of a U.S. Trade or Business (IRC §1446)” (subscription required)Click here
15-July-19Advisor’s Edge“IIAC to launch compensation survey”Click here
15-July-19Investment Executive“IIAC to launch comprehensive industry compensation survey”Click here
12-July-19TaxNotes“Partnership Withholding Regs Are Burdensome, Canadian Group Says” (subscription required)Click here
3-July-19Finance et Investissement« Le marché des obligations vertes est sur une bonne lancée »Click here
21-June-19Finance et Investissement« L’ACCVM dévoile son nouveau conseil d’administration »Click here
17-June-19Advisor’s Edge“IIAC names hall of fame inductees for 2019”Click here
17-June-19Investment Executive“IIAC names hall of fame inductees for 2019”Click here
17-June-19The Globe and Mail“GMP Capital restructures its footprint, sells capital markets business to U.S.-based Stifel Financial”Click here
16-June-19The Globe and Mail“GMP Capital in talks to be acquired by U.S. brokerage firm Stifel Financial”Click here
14-June-19The Insurance and Investment Journal“IIAC announces Hall of Fame inductees”Click here
12-June-19Investment ExecutiveOp-Ed: “Streamlining eDelivery for prospectuses”Click here
7-June-19Conseiller« La semaine en rafale »Click here
6-June-19Wealth Professional“CI Financial executive to chair IIAC”Click here
6-June-19Advisor’s Edge“IIAC welcomes new chair, board”Click here
5-June-19Investment Executive“IIAC names board, chair”Click here
3-June-19The Canadian Mining Journal“AWARDS: Laurentian University offers honorary doctorates to Goodman and MacGibbon”Click here
1-June-19The Sudbury Star“Mining Laurentian to present four honorary doctorates”Click here
31-May-19Northern Ontario Business“Mining gurus to be acknowledged at spring convocation”Click here
31-May-19Investment Executive“Knowing cross-border clients”Click here
31-May-19Investment Executive“Groups weigh in on cryptoasset rules”Click here
28-May-19Business in VancouverPodcast: E-delivery a “win-win” for firms, investorsClick here
27-May-19Le Journal de L’assurance« L’ACCVM suggère d’assouplir la règlementation pour la transmission électronique de documents »Click here
27-May-19The Insurance and Investment Journal“IIAC recommends further regulatory development to facilitate eDelivery”Click here
22-May-19Conseiller« Régulateur national : une histoire sans fin »Click here
16-May-19Conseiller« Le poids du marché financier au Québec »Click here
14-May-19Finance et Investissement« Un premier portrait des marchés financiers et du secteur des valeurs mobilières au Québec »Click here
10-May-19Investment ExecutiveLetter to the Editor: “Regulatory costs weaken portfolio returns: IIAC”Click here
2-May-19Finance et Investissement« La gestion de patrimoine en mutation »Click here
30-April-19The Globe and Mail“Macquarie retreat signals streamlining of investment banking” (subscription required)Click here
25-April-19The Hill TimesOp-Ed: “Why securities regulations need overhaul” (subscription required)Click here
18-April-19Financial Post“Ford government’s plan to put ‘Open for Business’ stamp on capital markets raises eyebrows”Click here
18-April-19Investment ExecutiveOp-Ed: “The OSC Burden Reduction Task Force can make a difference to clients”Click here
14-April-19Wealth Professional“‘Significant step’ towards job title protection”Click here
12-April-19Advisor’s Edge“Province’s plan to regulate planner and advisor titles gets thumbs-up from industry”Click here
12-April-19Finance et Investissement« L’ACCVM cherche le prochain leader de moins de 40 ans »Click here
11-April-19Investment Executive“IIAC calls for reforms to CTO regime”Click here
11-April-19Advisor’s Edge“CTO regime in need of reform: IIAC”Click here
10-April-19Investment Executive“IIAC calls for nominations for 2019 Top Under 40 Award”Click here
10-April-19Advisor’s Edge“Nominations open for IIAC’s 2019 Top Under 40 Award”Click here
28-March-19The Lawyer’s Daily“Budget affects stock options, TFSAs and Individual Pension Plans” (subscription required)Click here
26-March-19The Globe and Mail“Beware TFSA day traders: The CRA may be coming after you” (subscription required)Click here
25-March-19Business in Vancouver
PrinceGeorgeMatters
KamloopsMatters
“Editorial: Morneau’s budget won’t build business confidence”Click here
21-March-19Advisor’s Edge“Clients day trading in their TFSAs? They’re ultimately liable for the tax”Click here
21-March-19Investment Executive“TFSA holders ultimately liable for any tax on day trading in an account”Click here
21-March-19Business in VancouverPodcast: IIAC President and CEO weighs in on the federal government’s latest budget (23:05 mark)Click here
20-March-19Wealth Professional“Budget falls short and will hurt sentiment, says IIAC”Click here
20-March-19Conseiller« Le budget fédéral suscite des réactions mitigées »Click here
20-March-19Finance et Investissement« Des réactions au budget federal »Click here
19-March-19Finance et Investissement« Scandales financiers : ce que le Canada peut retenir de l’introspection douloureuse de l’Australie »Click here
19-March-19Investment Executive“Government targets certain investment funds that use forward contracts”Click here
19-March-19Advisor’s Edge“Government targets investment funds that use forward contracts”Click here
19-March-19Morningstar“Behind the scenes of the upcoming OSC roundtable”Click here
18-March-19The Hill TimesOp-Ed: “It’s time to launch the systemic regulator” (subscription required)Click here
18-March-19MoneySense“Federal budget 2019: Likely some goodies for investors”Click here
11-March-19The Globe and Mail“Investment industry calls for Ottawa to tackle competitiveness” -subscription requiredClick here
6-March-19The Globe and MailOp-Ed: “What Canada can learn from a damning report on Australia’s financial industry”Click here
6-March-19Investment Executive“IIAC seeking nominations for 2019 Hall of Fame”Click here
6-March-19Advisor’s Edge“Nominations open for IIAC’s 2019 Hall of Fame”Click here
4-March-19Advisor’s Edge“Stakeholders tell OSC: Don’t cut investor protection while trimming regulatory burden”Click here
4-March-19Investment Executive“OSC urged to cut regulatory burdens, not investor protections”Click here
4-March-19Investment Executive“OSC announces hearings, internal work at cutting red tape”Click here
4-March-19Advisor’s Edge“OSC offers details about red tape roundtable”Click here
14-February-19Investment ExecutiveOp-ed: “Investors can benefit from regulatory streamlining”Click here
12-February-19Investment Executive“Reducing the burden, but fairly”Click here
12-February-19Investment Executive“Fintech’s slow, deliberate growth”Click here
8-February-19Advisor’s Edge“IIAC favours cutting two old rules for every new one to reduce regs”Click here
8-February-19Investment Executive“IIAC calls on Ontario to boost growth”Click here
1-February-19Finance et Investissement« Guerre d’influence entourant les produits maison »Click here
31-January-19Finance et Investissement« Diminution du rendement des bénéfices des sociétés de courtage pour 2019 »Click here
25-January-19Business in VancouverPodcast: Global uncertainty, equities selloffs and higher operating costs are putting pressure on Canada’s investment industry (12:54 mark)Click here
25-January-19The Globe and Mail“Smaller investment dealers hit by rising costs, dispirited markets”Click here
22-January-19Journal de l’assurance« Le nombre de courtiers en valeurs mobilières indépendants pourrait diminuer, dit l’ACCVM »Click here
21-January-19Advisor’s Edge“Strong demand for wealth management drives industry in 2018”Click here
21-January-19Investment Executive“Demand for wealth management drives investment industry performance: Russell”Click here
21-January-19The Insurance and Investment Journal“Number of independent investment dealers expected to decline”Click here
21-January-19Conseiller« Obligations vertes : pas près de s’essouffler : u’est-ce qui explique leur forte croissance? »Click here
21-January-19Investment Executive“TFSAs: Setback for the CRA”Click here
14-January-19Private Wealth Canada Online“ETF Liquidity Focus Of Report”Click here
10-January-19Business in VancouverPodcast: IIAC ETF Study (at 10:57 mark)Click here
8-January-19Wealth Professional“IIAC sounds cautious note as ETFs face uncharted waters”Click here
7-January-19The Insurance and Investment Journal“IIAC makes recommendations to ETF industry”Click here
7-January-19Investment Executive“Bear market may increase risks in ETF sector”Click here
7-January-19Advisor’s Edge“When the market turns, what happens to ETFs?”Click here
7-January-19Finance et Investissement« Les FNB en attente d’un vrai test »Click here

For media coverage prior to 2019, please click here.