Investment Executive PM newsletter

Tuesday June 12, 2018
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Industry News
Gig economy increasingly important to post-retirement clients
Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes
June 12, 2018

People
IA Financial chief Yvon Charest announces his retirement
Denis Ricard appointed president and CEO
June 12, 2018

Industry News
“Transitional quality” a key factor in selling your book of business
The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary time to transfer the book accordingly
June 12, 2018

Industry News
Younger HNW Canadians plan to make an impact
Younger generations also feel much more social responsibility than older generations
June 12, 2018

Industry News
Internal referrals an important source of HNW entrepreneurs
Investment and commercial banking departments can provide leads for wealth managers
June 12, 2018

From the Regulators
MFDA panel bans former Thunder Bay, Ont., rep
June 12, 2018

Research and Markets
North American markets mostly positive after Trump, Kim summit
June 12, 2018

Research and Markets
Canadians increased holdings of foreign equities in 2017
June 12, 2018

From the Regulators
OSC seeks applications for seniors committee
June 12, 2018

Products
First Asset launches Health Care Giants Covered Call ETF
June 12, 2018

Appointment Notices
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