Investment Executive PM newsletter

Monday March 19, 2018
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Products
SLGI to terminate Excel’s ETFs
But the closure of the two ETFs doesn’t mean SLGI will be out of ETFs permanently as the firm says it’s “refining” its ETF strategy
March 19, 2018

Research and Markets
TSX follows U.S. markets lower
Loonie makes slight gains
March 19, 2018

From the Regulators
Manitoba moves to strengthen IIROC’s ability to collect fines
Quebec, Ontario, Alberta and PEI have already provided authority to IIROC to enhance its collection abilities
March 19, 2018

Products
Assante Private Client rolls out alternative investments
Three funds for HNW clients
March 19, 2018

Industry News
MD Financial offers clients greater choice
A suite of services includes online trading, robo-advice and personal financial planning with a dedicated financial advisor
March 19, 2018

From the Regulators
Ontario one step closer to regulating financial planners
A new consultation paper invites comments on proposals that would restrict the use of the title “financial planner” to those with the necessary proficiency or licensing requirements
March 16, 2018

Industry News
VersaBank developing blockchain-based cryptocurrency vault
March 19, 2018

Industry News
Sustainalytics strengthens research capacity
March 19, 2018

Products
Horizons completes rebalance of Marijuana Life Sciences Index ETF
March 19, 2018

Industry News
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
June 7, 2024

Ellen Bessner
You acquired a book of business. What now?
Here are four steps to reduce the inherent risks when taking over another advisor’s business
March 15, 2018

Special Reports
New rules for advisors and financial planners?
The Ontario government assigned an expert committee to study the regulation of financial planning and financial advice in April 2015
16 January 2018

Appointment Notices
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