Investment Executive AM newsletter

Monday October 01, 2018
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From the Regulators
FSCO issues guideline on treating consumers fairly
New guideline applies to four Ontario-regulated sectors
October 1, 2018

Products
ETFs’ market share to peak within the next five years: Gopaul
The head of BMO GAM and CETFA’s chairman expects to see a resurgence in mutual funds
September 28, 2018

Industry News
FPSC, IQPF announce strategic partnership
The Quebec financial planning organization will become a partner of a rebranded FP Canada
September 28, 2018

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

From the Regulators
Ontario advisor sentenced to six months in jail
September 28, 2018

Products
Picton Mahoney introduces three alternative funds
September 28, 2018

Industry News
BMO raises $1.6 million for educational scholarships
September 28, 2018

Products
Bridgehouse announces changes to mutual fund lineup
September 28, 2018

Research and Markets
TSX drops more than 130 points
September 28, 2018

From the Regulators
OSC calls for new members for RAC
September 28, 2018

Industry News
IE’s Calendar of Industry Events
June 7, 2024

Ellen Bessner
More is less for your clients
Overloading investors with information can be counterproductive
October 1, 2018

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

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

Appointment Notices
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