Investment Executive Weekly newsletter

Week of May 11, 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

Industry News
One-quarter of Canadians rank money as their greatest stress
The majority of Canadians surveyed have at least one financial regret
May 7, 2018

Industry News
Gen X not prepared for retirement: survey
Cost of living, school-aged children, student loans and care of aging parents pose challenges
May 10, 2018

From the Regulators
IIROC provided numerous exemptions from its own rules in 2017
May 8, 2018

Industry News
Court upholds non-solicitation decision
May 9, 2018

From the Regulators
NBF fined $110,000 for supervision failure
May 9, 2018

Industry News
Financial literacy isn’t financial wellness for Canadian workers
May 9, 2018

Research and Markets
Bank of Canada raises key metric used to determine mortgage eligibility
May 9, 2018

Industry News
TransferWise to launch borderless debit card in Canada in 2019
May 9, 2018

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

Jamie Golombek
Foreign income tax tips and traps
Clients need to be aware of how the CRA’s treatment of income infrom foreign securities affects their investments
May 7, 2018

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

Focus on Products
Offering a second opinion
When friends ask me to look at their portfolios, I get a front-row seat to the advice that a variety of advisors provide
April 27, 2018

Appointment Notices
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