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MONDAY, APRIL 20, 2020

IIAC COVID-19 RESOURCE PAGE

We are here to help!

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CSA ADJUST IMPLEMENTATION DATE FOR CLIENT FOCUSED REFORMS
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DEFERRAL OF IIROC FEES PAYABLE BY SMALL AND MEDIUM-SIZED DEALER MEMBERS
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IIROC EXTENDS IMPLEMENTATION OF ITS PLAIN LANGUAGE RULEBOOK
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CIPF’S BOARD OF DIRECTORS SUSPENDS THE 2020 FILING OF THE STATEMENT OF MEMBER ASSETS BY LOCATION
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INCOME TAX FILING AND PAYMENT DATES: CRA AND COVID-19
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IIAC PANDEMIC BUSINESS OPERATIONS SURVEY FOR THE RETAIL WEALTH MANAGEMENT INDUSTRY
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IIAC REQUESTS FEE RELIEF FROM THE EXCHANGES, IIROC AND CIPF
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IIAC SEEKS NOMINATIONS FOR THE 2020 IIAC TOP UNDER 40 AWARD
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RegTech: Beyond the Numbers – Zoom Meeting
29th April | 10:00 am to 11:00 am EDT

With volatile markets and remote work being our current reality, the IIAC Fintech Committee is pleased to offer members the opportunity to attend this timely information session.

Thank you to Four Eyes Financial for hosting.

REGISTER HERE
The Wealth Management Firm of 2025 - Join the Webinar!
23rd April | 10:00 am to 11:00 am EDT

Our Affiliate, Objectway, is delighted to introduce “Thursdays with Objectway” the new series of webinars where its team will cover the industry hot topics and trends.

Don’t miss the first session, co-presented with Compeer, focusing on the results of the exclusive report “The Wealth Management firm of 2025”.

Attend the webinar to understand the key issues firms are currently facing, where improvements are required and how the Wealth Mangers believe the industry will adapt and evolve over the next five years, thereby forming an image of the Wealth Management firm of 2025.

REGISTER HERE
Other News


Investment Executive

Updated: Provinces allow legal documents to be signed virtually

Advisor’s Edge

New trust reporting and disclosure rules are coming

Advisor’s Edge

From passive investors to active shareholders

IIAC Partner Spotlight:
Refinitiv Workspace for Wealth Advisors: Complimentary Advisor Tools to Support Your Clients Through COVID-19

As the world faces the new realities of the COVID-19 pandemic, Refinitiv is committed to helping you serve your clients during this time of heightened market volatility—whether at the office or working remotely. Contact Refinitiv to benefit from 60-days of complimentary access to their new flagship workflow solution: Refinitiv Workspace for Wealth Advisors. This offering provides market-leading news, research, data, and analytics – and can be accessed on any device, so you can quickly and efficiently respond to clients. Request access by clicking below.

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IIAC Affiliate Spotlight:
Croesus: Finding the Best Approach to Portfolio Modeling

Leveraging a robust set of modeling and rebalancing tools is crucial for portfolio managers so that they can grow their practice and optimize how client portfolios are managed. Portfolio modeling and rebalancing tools in Croesus offer this key capability, while providing the much-needed flexibility the industry now demands.

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IIAC’s Industry Job Board:

To post a job to the IIAC’s Investment Industry Job Board, email the job description, as a Word attachment or PDF, to info@iiac.ca. Posting on our Job Board is a complimentary service provided to IIAC members. You will be notified by email once the job is posted.

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Investment Industry Association of Canada

100 Wellington St. West - Suite 1910
Toronto, ON M5K1H6 - Canada
Telephone: 416-364-2754


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