Court

Proposed investor settlement reached in PACE case Fallback Image Decorative pattern

Industry

Proposed investor settlement reached in PACE case

The proposed $40-million deal requires approval at July 30 court hearing

By James Langton |July 9, 2021

2 min read

Beneficiary designations affirmed in Ontario court decision Beneficiary designations affirmed in Ontario court decision

Estate Planning

Beneficiary designations affirmed in Ontario court decision

The decision in Mak (Estate) v Mak differs from the controversial Calmusky ruling

By Melissa Shin |June 29, 2021

3 min read

Merrill Lynch sanctioned for alleged churning Fallback Image Decorative pattern

Industry

Merrill Lynch sanctioned for alleged churning

FINRA has fined the firm and ordered restitution, for early rollover recommendations

By James Langton |June 25, 2021

1 min read

Court approves $100-million BMO class action settlement over FX fees Fallback Image Decorative pattern

Industry

Court approves $100-million BMO class action settlement over FX fees

The legal team gets $20 million, and a former advisor turned plaintiff was awarded $50,000

By James Langton |June 18, 2021

3 min read