Advisors look to tech, team structure for productivity gains amid increased workload /via @globeandmail
Advisors look to tech, team structure for productivity gains amid increased workload
A U.S. report warns that workloads are increasing as more advisors retire
www.theglobeandmail.com
On June 4, @IIACACCVM is hosting a conversation with Canada’s #OpenBanking Lead and globally recognized expert on open banking, Abraham Tachjian @abraham066. This close, interactive session will address status, features, & anticipated impacts & outcomes. https://iiac-accvm.ca/event/open-banking-unlocked-empowering-competition-in-financial-services/
With more #data being collected, shared, used, and stored, organizations have become subject to more detailed and stringent federal and provincial #privacy laws and regulations. Understanding and meeting your obligations is a must. Preventing Privacy Pitfalls — IIAC | ACCVM
Canada should make bold income tax cuts to shore up economy, says IIAC
Canada should make bold income tax cuts to shore up economy, says IIAC
Impact of tariffs will require supportive measures from policymakers
www.wealthprofessional.ca
High marginal tax rates ‘choking’ economy amid trade war: IIAC
High marginal tax rates 'choking' economy amid trade war: IIAC | Investment Executive
Tax cuts required for a more competitive Canada, say separate reports from the Investment Industry Association of Canada, C.D. Howe Institute
www.investmentexecutive.com
Webinar: SHORT SALES: MEETING A REASONABLE EXPECTATION TO SETTLE
To Register, click here: https://events.zoom.us/ev/AhpnXdwSVi7ynyZqeTHu1JgxjDA6NBkd9P8ldePK-KESK5zwg8gx~Ams99eVLJKGfjIXn_MRs3TSfEflWxTgEYgGtogae92OwzZ4LV6x1sIoDcw
Date: 03/24/2025
Session Time: 12:00 pm - 1:00 pm EST
Location: Virtual
Receive updates on the finance and investment industry, stay in the loop on what's happening nationally and beyond our borders, and keep up with our company updates.
By providing us with your information, you agree that this information will be processed in accordance with the IIAC’s Privacy Policy, which can be found here.