Investment Executive AM newsletter

Monday September 17, 2018
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Industry News
Making a move to independence
Elie Nour left Manulfe Securities to start investment dealer Nour Private Wealth
September 17, 2018

Industry News
IFIC proposes four titles for advisors
The mutual fund industry trade group support’s the CSA’s proposed ban on titles that are based on sales activity
September 14, 2018

Research and Markets
Five things to watch for in Canadian business this week
Wholesale trade, retail sales numbers on deck
January 20, 2019

Industry News
Tax court rules 2009 space trip was a taxable benefit
At issue was the $41.8-million price tag for a trip Cirque du Soleil’s founder Guy Laliberté had been reimbursed for as a business expense
September 14, 2018

Products
SLGI closing small-cap fund
September 14, 2018

Products
RBC Target 2018 ETF closing to subscriptions
September 14, 2018

Research and Markets
Key household debt ratio rose in Q2
September 14, 2018

Research and Markets
TSX posts modest gain
September 14, 2018

Inside Track

Cary List
Strengthening financial planning standards
Trust between financial planners and their clients is essential — and professional standards provide the foundation for that trust
September 17, 2018

In Case You Missed It

From the Regulators
Ontario pushes back on CSA’s proposed DSC ban
The province’s new government has come out against regulators’ proposals to ban DSCs on mutual funds, which were released for public comment Thursday
September 13, 2018

Industry News
Investors Group rebranding
IG Wealth Management name aims to reflect firm’s approach to achieving financial well‑being
September 14, 2018

Industry News
Court dismisses advisor negligence lawsuit
Clients’ portfolio would have performed better if they’d followed their advisor’s advice
September 11, 2018

Partners’ Place

Appointment Notices
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