Investment Executive AM newsletter

Tuesday April 17, 2018
Your Daily AM e-newsletter and alerts
Go to website

Research and Markets
Blockchain to have mixed credit implications for banks: Moody’s
Canadian banks would be exposed to reductions in fee and commission revenues
April 16, 2018

Industry News
Manulife joins CAFII
The insurance giant becomes the first of the Big Three life insurers to join the association, which represents the insurance arms of Canada’s major banks and various other companies
April 16, 2018

Research and Markets
Rising interest rates starting to pinch more Canadians, poll says
The poll comes ahead of this week’s interest rate announcement from the Bank of Canada
April 16, 2018

Products
Manulife announces changes to portfolio management team
Three portfolio managers from Aberdeen Standard Investments stepping down
April 16, 2018

From the Regulators
IIROC grants unnamed dealer exemption from client account statements requirement
April 16, 2018

From the Regulators
FINRA names Janney Montgomery Scott CEO to board of directors
April 16, 2018

Research and Markets
North American stocks notch modest gains
April 16, 2018

Building Your Business
Clients and mental capacity
As financial advisors struggle to deal with clients who may be experiencing a decline in their cognitive abilities, regulators are responding to the need for guidelines
March 29, 2018

Building Your Business
Succession plan begins with a vision
The emotional aspects of making the transition to retirement can be the most challenging of all. The cases of two advisors demonstrate the importance of defining what retirement means to you
March 29, 2018

Focus on Products
Funding a long retirement
Deferring government pensions is an option, but there are several other strategies your clients could use to manage longevity risk
March 29, 2018

Appointment Notices
Brought to you by: Appointment Notices


This message was sent to @{Email Name}@ by Investment Executive Manage subscription \| Unsubscribe © 2026 Newcom Media Inc. All Rights Reserved. 5353 Dundas St. West, Suite 400 \| Toronto \| ON \| M9B 6H8 Support : service@newcom.ca \| 1-844-241-0116 Privacy Policy \| Terms and Conditions