Investment Executive Weekly newsletter

Week of June 02, 2018
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Industry News
Scotiabank to acquire MD Financial Management
MD Financial will operate as a distinct, stand-alone brand within Scotia Wealth Management upon the closing of the deal
May 31, 2018

Industry News
Advisors are unprepared for the digital transformation of wealth management
Partly because of their age, advisors haven’t been operating their businesses with a digital mindset
June 1, 2018

Industry News
Survey reveals top financial fears of seniors
One-in-four seniors fear they might run out of money before they die
May 29, 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

Industry News
CLHIA responds to advisor concerns over new compensation disclosure
May 31, 2018

Industry News
Insurers need a truly digital customer experience to compete with “Big Tech” firms
May 30, 2018

Products
Scotiabank rolls out ETF suite
May 30, 2018

Industry News
Financial services sector struggles with fraud despite strong compliance programs: survey
May 31, 2018

Cary List
Ontario takes a step in the right direction
The Ontario government’s recently published proposal for regulating financial planners gets a lot of things right, but several concerns remain with the proposed legislation
May 28, 2018

Report Cards
Dealers’ Report Card 2018
The road ahead may be bumpy for advisors, who are feeling unsettled as their firms go through major transitions related to ownership, management and technology
01 June 2018

Building Your Business
Moving on up
Many investment advisors are making the move to become portfolio managers, which enables them to spend more time with financial planning and investment management. The transition can be difficult but, ultimately, beneficial
June 1, 2018

Appointment Notices
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