Investment Executive Weekly newsletter

Week of June 23, 2018
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Industry News
Split reactions to CSA proposals
Industry groups and investor advocates agreed on some of the proposed rules, but opinions were divided on the decision to allow embedded commissions to remain in place
June 22, 2018

From the Regulators
CSA stands pat on embedded commissions
But regulators are banning DSCs and enhancing regulatory requirements for registrants to avoid situations that place them in a conflict of interest
June 21, 2018

Columns
Opinion: CSA decision a big win for the industry
Dealers and advisors can breathe a sigh of relief that there is no blanket ban on trailer commissions and no statutory best interest standard
June 21, 2018

Industry News
Manulife cutting 700 jobs
June 21, 2018

Products
Manulife introduces new whole life product and AI underwriting algorithm
June 19, 2018

Industry News
Growing wealth among HNW not translating into satisfaction
June 19, 2018

People
Sun Life Financial names new human resources chief
June 20, 2018

Industry News
Western Financial Group acquires Ontario’s Axion Insurance
June 20, 2018

Keith Costello
Should cryptocurrencies be in a client’s portfolio?
Financial planners and financial advisors need to understand the benefits and drawbacks of this new digital asset class
June 17, 2018

Report Cards
Report Card on Banks 2018
Branch-based financial advisors give the Big Six banks higher ratings
22 June 2018

Special Reports
The end of embedded commissions? How we got here
The Canadian Securities Administrators has decided not to ban embedded commissions after all
22 June 2018

Building Your Business
DTC: Opening doors
Qualifying for the disability tax credit is key to receiving several valuable government benefits. Here's what you and your clients need to know about this important credit
June 22, 2018

Building Your Business
An experienced mediator
Angela Mercier has a resumé that includes several positions in both the automotive industry and the financial services sector. Her practice offers two distinct services: Mediation for divorcing couples and financial advice
June 22, 2018

Appointment Notices
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