Investment Executive Weekly newsletter

Week of November 02, 2018
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Products
Leadership change at Vanguard Canada
Kathy Bock will replace Atul Tiwari, who built the company into the third-largest ETF provider in Canada
November 1, 2018

From the Regulators
Revised MFDA sanction guidelines take effect Nov. 15
The revised guidelines adopt a principles-based approach to meting out disciplinary penalties
October 31, 2018

Industry News
One-in-three Canadians would fail financial stress test
FPSC survey compares the financial health of Canadians for Financial Planning Week
October 30, 2018

Industry News
Billionaire wealth soared to a record US$8.9 trillion in 2017
Chinese billionaires expanded their wealth at nearly double the pace of growth in the Americas and Europe
October 26, 2018

Industry News
November is Financial Literacy Month
November 1, 2018

Industry News
Nature of retirement is changing, survey reveals
October 29, 2018

Industry News
Life insurers welcome new rules that limit how much they can accept as deposits
October 30, 2018

From the Regulators
AMF proposes bail-in regime for Desjardins
October 26, 2018

Industry News
CRA increases maximum pensionable earnings for the CPP
November 1, 2018

Products
CI Investments introduces private pools
October 30, 2018

Ellen Bessner
Communication is a two-way street
Advisors and their clients need the tools and resources to close the dangerous communication gap that exists between them
October 29, 2018

Magazines
Beyond our borders
Many investors, including HNW clients, need to be educated about the world of opportunity in global markets

Magazines
Widening the choices
Alternative investments can provide needed growth, but advisors need to look under the hood

Magazines
Settling up with the CRA
Tax surveillance is now global. HNW clients need to know the rules — and the penalties — of non-compliance

Appointment Notices
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