Investment Executive Monthly newsletter

Month of May 31, 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

From the Regulators
Proprietary product sales a cause for concern: Canoe CEO
Darcy Hulston posits that regulators may eventually crack down on the practice of advisors selling products their firms manufacture
May 14, 2018

Industry News
RBC named Canada’s most valuable brand
Manulife named most valuable insurance brand in Canada
May 24, 2018

Industry News
NBF loses bid to uphold non-solicitation provisions
The interests of the clients must be put ahead of those of the firm, court says
May 28, 2018

Products
Mutual fund firms concerned with lack of guidance on promotional spending
May 16, 2018

Industry News
Gen X not prepared for retirement: survey
May 10, 2018

Industry News
CRA cracks down on real estate tax avoidance
May 18, 2018

Products
More Canadians consider guaranteed life income products desirable
May 15, 2018

Report Cards
Brokerage Report Card 2018: Editors discuss this year’s results
Advisors’ businesses are stronger than ever
April 27, 2018

Ellen Bessner
How to reduce your business risk substantially
Advisors need to educate themselves about the laws and regulations and monitor themselves to ensure they’re compliant with these rules
May 14, 2018

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

Appointment Notices
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