Investment Executive AM newsletter

Friday September 28, 2018
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Industry News
Investors more confident in mutual funds, discerning of fees
The percentage of clients who are aware of the changes requiring more cost and performance disclosure in their mutual fund statements rose greatly year-over-year
September 27, 2018

From the Regulators
Insurance regulators release final guidance on fair treatment of customers
Document outlines key principles that regulators expect insurers and intermediaries to engrain into their daily practices
September 27, 2018

Industry News
New partnership aims to engage HNWIs in impact investing
Genus-SVX Impact Investment Counsel brings together sourcing support, due diligence, financial analysis and portfolio building
September 27, 2018

Industry News
Asset managers look to technology to improve the client experience
Companies push for more transparent and flexible access to keep their clients happy and stop them from switching firms
September 27, 2018

Industry News
Taxpayers reacted strongly to federal tax hike on high earners
Report suggests feds toughen tax enforcement and cut taxes at the top
September 28, 2018

Industry News
Canadian life and health insurance industry showed strong growth in 2017
September 27, 2018

Products
Desjardins boosts lineup of responsible investment products
September 27, 2018

Products
Invesco launches equal-weight European large-cap ETF
September 27, 2018

Research and Markets
North American markets post gains
September 27, 2018

News
Newsmaker: Phil Marsillo sets sights on growth
The new president of IDC Worldsource Insurance Network is focused on meeting the expanding needs of the MGA's advisors
September 21, 2018

Building Your Business
Four ways to effect change
Why do so many advisors postpone making meaningful modifications to the way they work until they begin losing clients? Here are some steps you can take to help ensure you make the changes needed for your success
September 21, 2018

Appointment Notices
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