Investment Executive AM newsletter

Thursday June 14, 2018
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Industry News
Slideshow: How a dealer’s ratings and advisors’ recommendations correlate
For the most part, advisors would recommend their firm to another advisor. But changes at a dealer impact both these recommendations and a firm’s rating
June 13, 2018

Industry News
Current estate plans fall short for many blended families
Financial planners must work very closely with questions to ensure their complex financial and estate goals are met
June 13, 2018

Industry News
Hennick Wealth introduces advisor break up cards
Blunt cards free clients from bad advisor relationships
June 13, 2018

From the Regulators
Older Albertans approached for investment fraud more often
ASC’s annual investor study sheds light on Alberta seniors’ financial security
June 13, 2018

People
Deputy governor to leave Bank of Canada
Sylvain Leduc to resume working at the Federal Reserve Bank of San Francisco
June 13, 2018

Research and Markets
Fed raises key rate and sees possible acceleration in hikes
The U.S. central bank now foresees four rate hikes this year, up from the three it had previously forecast
June 13, 2018

Research and Markets
North American indices down on news of more U.S. interest rate hikes
June 13, 2018

Industry News
Bank of Canada partners with Creative Destruction Lab
June 13, 2018

Research and Markets
Global economic outlook strong despite rising tensions: Fitch
June 13, 2018

Products
Harvest announces changes to ETF risk ratings
June 13, 2018

Your Time
Have an “unplugged” vacation
Taking a break from contact with the office is essential to getting rested and recharged
June 14, 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

Appointment Notices
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