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Week of September 07, 2018
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Industry News
Future looks profitable for independent retail firms
Their success has been overshadowed by the struggles of institutional dealers
September 6, 2018

Products
PolicyMe brings education and advice to digital life insurance
The application process for term life insurance is guided by the company’s proprietary algorithms and takes about five minutes to complete
September 5, 2018

From the Regulators
MFDA gives guidance on outsourcing
New guidance aims to bring mutual fund dealer arrangements under consistent regulatory oversight
September 5, 2018

Industry News
Court sides with Manulife on wrongful dismissal
The insurer could have allowed an employee to withdraw her resignation, but was not required to do so
September 6, 2018

From the Regulators
MFDA bans former Scotia Securities rep
September 6, 2018

Industry News
Fidelity Clearing Canada launches uniFide back-office platform
September 6, 2018

Products
ETF inflows surged in August
September 6, 2018

Industry News
Student debt contributing more to bankruptcies
September 6, 2018

Industry News
Canada returns to top 10 in retirement security index
September 6, 2018

Industry News
Modest increase in investment industry complaints: OBSI
September 5, 2018

Inside Track

Ellen Bessner
Steer clear of conflicts of interest
Take these four steps to avoid mistakes that can cost advisors their livelihood
September 4, 2018

ETF Summit

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.

Partners’ Place

Appointment Notices
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