Investment Executive AM newsletter

Monday June 04, 2018
Your Daily AM e-newsletter and alerts
Go to website

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

Dealers’ Report Card
A bumpy road for advisors
Advisors are feeling unsettled as their firms go through major transitions related to ownership, management and technology. But there's hope things will begin to improve
June 1, 2018

People
FPSC calls for nominations
Fellow of FPSC distinction recognizes individuals who have made a significant contribution to the financial planning profession in Canada
June 1, 2018

People
Swiss Re Canada names new CEO
June 1, 2018

Products
IA Clarington renames mutual fund
June 1, 2018

Industry News
Laurentian Bank reports Q2 profit up, raises dividend
June 1, 2018

From the Regulators
OSFI proposes revisions to newly adopted capital rules for life insurers
June 1, 2018

Industry News
Supreme Court majority sides with censured former Bre-X lawyer Joe Groia
June 1, 2018

Research and Markets
TSX slips; loonie down
June 1, 2018

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

Jamie Golombek
IRA to RRSP transfers can be done — but be careful
The most important consideration in this process is whether a client can use his or her foreign tax credits against other income in the year of transfer
June 4, 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

News
Disciplinary proposals panned
IIROC’s plans have been criticized by industry and investors advocates
June 1, 2018

News
IA's reach expands
Major insurers’ acquisitions of large MGAs a growing trend
June 1, 2018

News
Cybersecurity: Industry resists
New requirements would result in additional compliance costs
June 1, 2018

Appointment Notices
Brought to you by: Appointment Notices


This message was sent to @{Email Name}@ by Investment Executive Manage subscription \| Unsubscribe © 2026 Newcom Media Inc. All Rights Reserved. 5353 Dundas St. West, Suite 400 \| Toronto \| ON \| M9B 6H8 Support : service@newcom.ca \| 1-844-241-0116 Privacy Policy \| Terms and Conditions