Investment Executive AM newsletter

Tuesday February 20, 2018
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Industry News
Canadian HNW investors favour equities
Investors’ open-mindedness gives advisors a chance to diversify their clients’ portfolios
February 16, 2018

Research and Markets
Five things to watch for in Canadian business
Mining convention, interest rates, trade war fears, more Q4 corporate earnings
February 25, 2018

Research and Markets
Toronto, Wall Street exchanges re-open Tuesday after positive week
Toronto, Wall Street exchanges re-open Tuesday after positive week
February 19, 2018

Products
Sentry proposes fixed administration fees
February 16, 2018

Research and Markets
Canada won’t act “impulsive way” in response to U.S. tax cuts: Morneau
February 16, 2018

Products
RRSP contributions rose in 2016
February 16, 2018

Research and Markets
Canadians snap up foreign equities in December
February 16, 2018

From the Regulators
OSC cease trades USI-Tech
February 16, 2018

Inside Track

Ellen Bessner
Legal help is critical in regulatory interview process
Lawyers may cost money, but they can help you be prepared to protect your licence, livelihood and reputation when speaking with regulators
February 16, 2018

Newspaper: Mid-February 2018

News
MFDA ramps up enforcement of sales rule
Violations of the rule involve certain incentives programs
February 15, 2018

News
Volatility returns
Investors may reconsider the risks they take on within their RRSPs
February 15, 2018

News
Advisors protest
New disclosure rules from CLHIA draw complaints
February 15, 2018

News
The right balance was key for seg funds
Some firms with smaller seg fund families - especially RBC, Sun Life and Co-operators - outperformed in 2017
February 15, 2018

Partners’ Place

Appointment Notices
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