Investment Executive Monthly newsletter

Month of July 31, 2018
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Industry News
CSA proposals will transform investment industry: Russell
Lower revenue and higher compliance costs may force smaller firms out of business and impact advisor compensation
July 12, 2018

Industry News
Small biz tax changes: where we are now
The federal government’s final proposals received royal assent on June 21
July 18, 2018

Industry News
Slideshow: Large disparity among banks’ average advisors
The gap between advisors’ ages, books of business, experience and productivity levels is growing even larger
July 5, 2018

Industry News
Former missing advisor pleads guilty to fraud
Harold Backer sentenced to 13 months in jail
July 4, 2018

Industry News
Growing divide between winners and losers in asset management: report
July 9, 2018

Industry News
Millennials face significant obstacles to investing: study
July 12, 2018

Industry News
Wealth-management firms harness AI to increase efficiency
July 4, 2018

Industry News
TD to acquire Greystone Managed Investments for $792 million
July 10, 2018

Products
Mutual fund redemptions continued in June
July 19, 2018

Ellen Bessner
What’s Age Got to Do with It?
A client’s age has taken on an overly important role when advisors determine suitability of investments for clients
July 9, 2018

Paul Bourque
Protecting older clients a critical task for advisors
The aging of Canada’s population raises challenging legal, regulatory and ethical questions
July 19, 2018

Special Reports
Small business tax changes, one year later
It’s been one year since Finance Canada released the controversial proposals, which are now law.

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
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