Investment Executive AM newsletter

Thursday May 10, 2018
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Industry News
Slideshow: Measuring up each firm’s average advisor
Although overall AUM and productivity are up, this isn’t the case at all firms in this year’s Brokerage Report Card
May 9, 2018

Research and Markets
Bank of Canada raises key metric used to determine mortgage eligibility
The central bank qualifying rate is separate from the actual mortgage rates offered by banks to borrowers, but is used to assess homebuyers who are seeking loans
May 9, 2018

Industry News
Financial literacy isn’t financial wellness for Canadian workers
Stress about retirement is the biggest financial worry among Canadians
May 9, 2018

Industry News
WisdomTree brings portfolio analysis tool to Canada
Advisors can compare two portfolios side-by-side to improve performance
May 9, 2018

From the Regulators
NBF fined $110,000 for supervision failure
Advisor did not comply with the dealer’s own guidelines for leveraged ETFs
May 9, 2018

Industry News
Court upholds non-solicitation decision
Two RBCDS advisors violated agreement by calling clients when they moved from MD Management, court says
May 9, 2018

Industry News
Scotiabank takes 51% controlling interest in Peru’s Banco Cencosud
May 10, 2018

Products
Mackenzie moves emerging markets management in-house
May 9, 2018

Industry News
TransferWise to launch borderless debit card in Canada in 2019
The card will hold balances in multiple currencies making it useful for business travellers, snowbirds and expats
May 9, 2018

Industry News
New Senate committee to consider ways to bolster charitable sector
May 9, 2018

Report Cards
Brokerage Report Card 2018
Advisors face a foggy future
27 April 2018

Appointment Notices
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