Investment Executive PM newsletter

Tuesday August 14, 2018
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Research and Markets
Toronto, U.S. markets end higher
Loonie moves up
August 14, 2018

Industry News
Millennials don’t seek professional advice when they receive an inheritance
Nearly half of those who have already inherited wish they had sought financial help
August 14, 2018

From the Regulators
OSFI announces compliance deadlines for bank word restrictions
Amendments will permit regulated non-bank institutions to use “generic bank terms”
August 14, 2018

From the Regulators
MFDA bans former missing advisor
Harold Backer induced clients to invest in non-existent mutual funds
August 13, 2018

Industry News
Scotiabank to acquire bank in Dominican Republic
August 14, 2018

Products
Fiera announces upcoming manager and subadvisor change for infrastructure bond fund
August 14, 2018

Industry News
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education

News
Banking: A shift from retail
Scotiabank’s recent acquistions were a complimentary fit

Appointment Notices
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