Investment Executive AM newsletter

Wednesday September 19, 2018
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Products
Clearing the way for longevity insurance
Report recommends governments change tax rules and stress guaranteed lifetime income
September 18, 2018

Products
Manulife to implement multiple changes to mutual funds
Manulife Strategic Dividend Bundle will incorporate additional funds into its portfolio
September 18, 2018

Industry News
Holt Fintech Accelerator welcomes 13 startup teams to Montreal
Among the finalists are services that aim to improve advisors’ practices and relationships with clients
September 18, 2018

From the Regulators
NASAA warns investors to watch for scams in Florence’s wake
Scam artists may linger long after the storm has passed
September 18, 2018

From the Regulators
IOSCO guidance addresses conflicts of interest in equity capital raising
September 18, 2018

Industry News
New Wealthsimple feature allows clients to save or invest their spare change
September 18, 2018

Research and Markets
Trade optimism drives TSX to largest daily gain since mid-July
September 18, 2018

Special Reports
Central banks’ interest rate increases carry great risk
Short-term interest rate tightening is likely to flatten the yield curve if not accompanied by expectations of higher future inflation
September 19, 2018

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

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

Appointment Notices
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