Investment Executive AM newsletter

Monday October 15, 2018
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From the Regulators
Nova Scotia joins two other provinces in giving IIROC full enforcement toolkit
Nova Scotia joins two other provinces in giving IIROC full enforcement toolkit
October 12, 2018

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

From the Regulators
In Case You Missed It: AMF review finds errors in fund risk disclosure
Some funds not using CSA’s 2017 risk classification methodology
October 12, 2018

Products
Evolve to launch global bond ETF
October 12, 2018

Products
WisdomTree expands ETF lineup
October 12, 2018

From the Regulators
SEC strategic plan puts retail investors at top
October 12, 2018

People
Financial services innovator joins AdvisorStream board
October 12, 2018

Research and Markets
TSX ends five-day losing streak
October 12, 2018

Research and Markets
Underground economy picked up steam in 2016
October 12, 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

Building Your Business
Little leeway for feds in next budget
Solid economic growth and the recently negotiated U.S./Mexico/Canada Agreement for trade are points of strength, but the large deficit doesn't give Ottawa much room to address the widening cross-border tax gap
October 12, 2018

Building Your Business
Handling passive-investment rules
Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients
October 12, 2018

Building Your Business
Income splitting in the age of TOSI
Although the new "tax on split income" rules target adult children and spouses of business owners, there are exceptions that permit income splitting under certain circumstances
October 12, 2018

Appointment Notices
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