Investment Executive Monthly newsletter

Month of December 05, 2018
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Industry News
Investors may have an unrealistic understanding of risk and return: survey
Majority say they would choose safety over investment performance
November 16, 2018

News
TFSA making its prominence felt
There is about $233 billion held in TFSAs. The vehicle marks its 10th anniversary next month
November 23, 2018

Products
IG Wealth Management introducing unbundled pricing for all clients
The company is also rolling out more competitive pricing to reward client loyalty
November 15, 2018

From the Regulators
Questrade Wealth Management to pay $2.9 million to OSC
The commission has reprimanded the portfolio manager for failing to identify and respond to conflicts of interest in connection with WisdomTree ETFs
November 27, 2018

Industry News
Canadians unwilling to give up daily luxuries for life insurance
November 20, 2018

Industry News
PI Financial sold to Gary Ng
November 20, 2018

Industry News
Financial services leaders among Canada’s Most Powerful Women
November 22, 2018

Industry News
RBC launches robo-advisor platform
November 29, 2018

Industry News
FPSC unveils new FP Canada details, introduces QAFP designation
November 26, 2018

Products
CI introduces three “liquid alts”
November 7, 2018

Partner Reports
Stay active with bonds
Invest strategically within fixed income to maximize diversification benefits
November 13, 2018

Jamie Golombek
Top yearend tax tips
Make sure to discuss tax-loss selling, tax-gain donating and RRSP strategies with clients to whom these strategies apply
November 19, 2018

Cary List
All Canadians must have access to a financial planner
The financial services sector needs to take steps to ensure the financial planning needs of the mass market consumer are served
November 12, 2018

Special Reports
Focus on Mutual Funds
Exploring the state of Canada's mutual fund industry

Building Your Business
Special thanks
The holiday season is a good time to express gratitude to your clients. Here are some tips to help ensure your event - or gift - resonates throughout the year
November 23, 2018

Building Your Business
A cure for yearend gloom
This five-step review of your practice can help you prepare for the challenges that lie ahead and boost your confidence in your ability to thrive in the coming year
October 26, 2018

Building Your Business
Surviving a moment of truth
How you and your team respond to complaints can determine whether clients feel that they're getting the attention they deserve. A 10-step checklist can ensure client issues are resolved to satisfaction
November 23, 2018

Appointment Notices
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