Investment Executive Special Alert

Tuesday August 30, 2022
Financial news you can use
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News
Fight over CRM3 feels familiar
Industry groups and investor advocates are divided on timelines and scope
August 29, 2022

Focus on Products
ETFs vs. ETF mutual funds: Which to choose?
Evaluating the two options requires understanding your client’s needs, particularly concerning liquidity
August 29, 2022

Building Your Business
'Advice-only' advisor targets an underserved market
Andrea Thompson wanted to make financial planning available to "average Canadians." So, she launched her virtual firm, Modern Cents, this year
August 29, 2022

News
Tips for tax planning with the FHSA
The Tax-Free First Home Savings Account offers a high degree of flexibility for prospective homebuyers
August 29, 2022

Comment & Insight
Expert committees not the solution to a broken regulatory process
Editorial: Any mechanism that cedes more policy control to the industry risks allowing regulation to be used as a competitive weapon
August 29, 2022

Report Card on Banks
Banks stand firm on cutting product shelves
While some advisors have criticized banks for eliminating active selling of third-party products, many are happy with in-house selection
August 29, 2022

Comment & Insight
Surrey’s police drama
Surrey is in the midst of replacing the RCMP with its own police service, built from scratch, despite strong local opposition
August 29, 2022

Don't miss the Report Card on Banks

Report Cards
Report Card on Banks 2022
While certain ratings remained flat year over year, branch-based advisors weren't shy about expressing their concerns
29 August 2022


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