Investment Executive AM newsletter

Friday October 19, 2018
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People
Stefan Kristjanson retiring from Great-West Lifeco
Jeff Macoun named president and COO, Canada
October 18, 2018

From the Regulators
CSA outlines procedures for possible market disruptions
Today’s notice sets out the responsibilities of industry firms and regulators in dealing with a market disruption
October 18, 2018

Letters to the Editor
Clients have spoken — and regulators should listen
IFIC’s recent Canadian Mutual Fund Investor Survey found that investors are very satisfied with their advisors and prefer to pay their fees indirectly
October 18, 2018

Industry News
Act now to avoid losing small business tax deduction
CIBC report offers strategies for advisors and business owners
October 18, 2018

Industry News
Firms announce combination of Invesco and OppenheimerFunds
October 18, 2018

Research and Markets
Majority of first-time buyers maxed out budgets to buy a home: CMHC
October 18, 2018

Research and Markets
North American markets slump for second day in a row
October 18, 2018

Research and Markets
ISS focuses on board gender diversity in Canada
October 18, 2018

From the Regulators
OSC seeks applications for securities proceedings advisory committee
October 17, 2018

Magazines
A different frame
HNW clients want guidance on the complex challenges that wealth can bring

Magazines
Powering up your practice
Referrals are key to boosting your roster of HNW clients

Magazines
Learning the language of the next generation
The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when wealth transfers take place

Appointment Notices
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