Investment Executive Monthly newsletter

Month of November 01, 2018
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Industry News
CRA targets RRSP, TFSA abuses in long-awaited tax document
The federal tax agency also delays implementing registered fee position
October 1, 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
IA Financial shuffles wealth management division
John Kelleway takes over as president of IA Securities
October 24, 2018

Products
SLGI introduces tactical ETF portfolios
Actively managed portfolios offer clients exposure to ETFs
October 26, 2018

Industry News
IG Wealth Management embraces holistic financial planning
October 2, 2018

Products
Dynamic introduces two alternative mutual funds
October 9, 2018

From the Regulators
CSA streamlines framework for alternative mutual funds
October 4, 2018

Products
Canoe to acquire Fiera’s retail mutual funds and fund dealer
October 23, 2018

Letters to the Editor
Clients have spoken — and regulators should listen
October 18, 2018

Industry News
Survey results underscore the need for title protection for financial advisors
October 25, 2018

Jamie Golombek
TFSA advantage can lead to a tax of 100%
Next time a client has a desire to play games with his TFSA, point out this harsh — but legally valid — punitive tax
October 22, 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

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

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

News
CSA reforms get mixed reviews
Investor advocates cite lack of “best interest” standard

News
Estate Planning: Strategy challenged
Common strategy’s wording problematic
October 26, 2018

News
Changes at AGF
Incoming CEO Kevin McCreadie intends to stay the course
October 26, 2018

Appointment Notices
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