Investment Executive Weekly newsletter

Week of May 04, 2018
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Industry News
Peering into the future
FPSC and IQPF update long-term projections for financial planners
May 1, 2018

From the Regulators
Regulators issue proposed guidance for insurers, advisors
May 3, 2018

Building Your Business
Mental capacity: the advisor's role
When you suspect cognitive decline in an aging client, how can you ensure you serve that client's best interests while protecting his or her privacy?
April 27, 2018

From the Regulators
Former mutual fund advisor banned
April 30, 2018

Magazines
Shaking up the market
Competition is heating up as firms scramble to meet rising demand for ETFs
May 2, 2018

Products
Mackenzie launches absolute return fund
May 2, 2018

Industry News
Industry veterans launch Waypoint Investment Partners
May 3, 2018

From the Regulators
Report highlights significant increase in MFDA enforcement activity
May 3, 2018

From the Regulators
Fund manager loses bid to exclude evidence from OSC hearing
May 1, 2018

David Reeve
Crossing the digital bridge
The emerging trend of “open banking” has the potential to be the most important catalyst for change in our industry
April 30, 2018

Magazines
ETF Guide 2018
Take advantage of the expanding ETF universe to help clients reach their goals
02 May 2018

News
Making a move on fees
New lawsuit and SRO proposals could affect CSA’s decision
April 27, 2018

News
Taxes: Incorporate — or not?
How the CRA will apply the new rules remains unclear
April 27, 2018

Appointment Notices
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