Investment Executive AM newsletter

Tuesday June 19, 2018
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People
OSC’s John Mountain dies
Mountain worked on proposals to change the mutual fund fee structure and reduce regulatory burden for investment fund issuers for the past two years
June 18, 2018

Industry News
Proposed class action lawsuits filed against BMO, CIBC’s Simplii
Cybersecurity breaches may have disclosed personal and financial information of up to 90,000 customers
June 18, 2018

Products
Assante Wealth introduces philanthropic platform
The charitable giving program allows clients to incorporate philanthropic giving into their overall wealth plan
June 18, 2018

Industry News
IFB launches new AML/ATF course for life licensed advisors
Course helps independent advisors create and maintain a FINTRAC compliance regime
June 18, 2018

Industry News
Montreal FinTech Station launched
June 18, 2018

Products
Horizons ETFs offers more ways to gain exposure to Canadian-listed marijuana stocks
June 18, 2018

Products
Risk rating raised for Middlefield Canadian Dividend Growers Class
June 18, 2018

Research and Markets
Energy stocks drag down TSX
June 15, 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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