Investment Executive Weekly newsletter

Week of October 19, 2018
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Industry News
More clarity needed on client-focused reforms: IIAC
Industry group calls for joint CSA/SRO committee to receive feedback and guidance
October 19, 2018

Industry News
BMO preps rollout of financial planning tool
BMO WealthPath aims to be a more interactive and collaborative way to engage clients in financial planning discussions
October 17, 2018

Industry News
Advocis offers early access to PFA designation program
Enrolment for association members will begin in November
October 16, 2018

Industry News
How the CRA views seg funds in registered plans
Details from the tax folio on advantages
October 16, 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

From the Regulators
Former Winnipeg rep fined $100,000
October 16, 2018

People
Stefan Kristjanson retiring from Great-West Lifeco
October 18, 2018

Industry News
Retail investors need ombudservice that can issue binding decisions: report
October 16, 2018

Industry News
Act now to avoid losing small business tax deduction
October 18, 2018

Ian Russell
Now is the time to focus on advisor productivity
Taking this approach can help arrest erosion in operating margins in the wealth-management business and be of benefit to clients
October 18, 2018

David Reeve
Gain an edge by embracing technology
Not only does adopting digital tools lead to happier clients, it also results in greater profitability and success for advisors
October 15, 2018

Magazines
HNW Guide 2018
HNW clients want guidance on the complex challenges that wealth can bring

Special Reports
Special Report on Taxes 2018
Easing the burden for your clients

Special Reports
Investing in Emerging Markets
Emerging markets offer investors opportunities in a diverse range of countries and sectors at different stages of their growth cycle

Appointment Notices
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