News

RDBA Univeris Users Group: Request for Participation

Background RDBA has identified a number of Deposit Broker and Affiliate members who use Univeris’s EWMS wealth platform for their practice. EWMS fully integrates back-office operations, compliance and front office for financial advisors into a single

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Upcoming Changes to RDBA Forms

Registered Deposit Brokers Association members have benefited over the years from Anti-Money Laundering training and industry standard forms, and these have been at the core of membership value. RDBA has developed these solutions specifically for the

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RDBA Recognition Dinner

On October 3rd, RDBA held a special dinner to recognize the contributions of three people who have given their time and efforts to the RDBA over the years. Without the invaluable contributions, the RDBA would not

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French Training

At the RDBA Board of Directors meeting on September 29th, it was agreed that the new updates to the RDBA AML training modules and tests will be translated into French in the near future. When proposed

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Financial Practice Made Perfect – Episode 8: Deposit Products Part II

Deposit Products, Part II from Independent Financial Brokers’ Financial Practice Made Perfect podcast series. IFB speaks with Brian Evans, RDBA Chair and Gord Mooney, RDBA Treasurer about deposit products, and what financial advisors need in order

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Financial Practice Made Perfect – Episode 7: Deposit Products Part I

Deposit Products, Part I from Independent Financial Brokers’ Financial Practice Made Perfect podcast series. IFB speaks with Brian Evans, RDBA Chair and Gord Mooney, RDBA Treasurer about deposit products, and what financial advisors need in order

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Pacific & Western Bank of Canada Changes Name to VersaBank

Pacific & Western Bank of Canada is pleased to announce that it has changed its name to “VersaBank” effective May 13, 2016. The name change was approved at the annual general and special meeting of shareholders

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Canadian bank fined $1.1-million for failing to report suspicious transaction

FINTRAC has fined a Canadian bank more than $1.1-million for failing to report a suspicious transaction. This administrative monitoring penalty is a first for a Canadian bank. Please follow the link below to read the article

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Ontario moves to make credit unions more competitive

Proposals include raising the deposit insurance coverage limit and allowing CUs to own insurance brokerages. Please follow the link below to read the article from Investment Executive Magazine. Ontario moves to make credit unions more competitive

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RDBA in the financial news

RDBA Chair, Brian Evans is quoted in a news article about the launch of the APEXA/LOGiQ3 advisor screening tool, which has been delayed until mid-2016. In this article, Mr. Evans states how RDBA has been providing

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