Investment Executive Weekly newsletter

Week of July 28, 2018
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Products
Fidelity to roll out suite of dividend ETFs
Management fees for the six funds range from 0.35% to 0.45%.
July 25, 2018

Industry News
CDIC consults on changes to joint and trust account disclosure requirements
Insurance coverage will be extended to deposits held in RESPs and RDSPs
July 23, 2018

Industry News
Friends’ spending may influence Canadians to buy beyond their budget: survey
Less than half of respondents have a financial strategy in place and adhere to it
July 23, 2018

Insurance Advisors’ Report Card
Insurance Advisors’ Report Card: Growing divide in advisors’ assessments
The ratings for the five MGAs in the survey were very strong, whereas those for the dedicated sales agencies and the sole PPGA were less favourable
July 27, 2018

From the Regulators
OSC study suggests methods to encourage retirement planning
New report explores the main challenges people experience in creating a retirement plan and offers low-cost interventions to make the process easier
July 27, 2018

Industry News
Canadians cut back spending amid rising interest rates: poll
July 27, 2018

Industry News
B.C. property buyers must give more details in measure aimed at tax evasion
July 25, 2018

Products
Hillcore partners with AlphaDelta
July 25, 2018

Products
Invesco Canada reduces fees for ETFs
July 23, 2018

Susan Silma
CSA’s proposed reforms could have major implications
There are key steps advisors can take now to be ahead of the game and deliver better outcomes for clients
July 26, 2018

Cary List
Redefining the value of financial planning
Financial planners need to communicate the tangible impact financial planning can have on Canadians’ lives
July 23, 2018

Report Cards
Insurance Advisors’ Report Card 2018
MGAs received high praise from their insurance advisors while those at dedicated agencies and the lone personal producing general agency were less enthusiastic

Special Reports
Investment Executive’s ETF Summit 2018
On Oct. 3, Investment Executive co-hosted a summit discussing the benefits and challenges of using ETFs.

Appointment Notices
Brought to you by: Appointment Notices

Partner Reports
Exploring Global Real Estate
This Partner Report from Timbercreek Asset Management examines the advantages of integrating exposure to global real estate into client portfolios.


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