Investment Executive AM newsletter

Monday December 17, 2018
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Industry News
IFIC offers alternative to the CSA’s proposed ban on DSC mutual funds
PMAC wants CSA to leave pooled funds out of client-focused reforms
December 14, 2018

Products
National Bank partners with insurtech Breathe Life
Partnership will accelerate online availability of life insurance products to clients
December 14, 2018

Industry News
CI acquires majority stake in WealthBar
CI sees great potential in giving advisors the ability to use WealthBar’s robo-advisor service
December 14, 2018

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

People
GRI appoints new president and CEO
Sonia Baxendale succeeds Richard Nesbitt in top role at Global Risk Institute in Financial Services
December 14, 2018

People
David Cheop named CEO of the Manitoba Securities Commission
December 14, 2018

From the Regulators
OSFI proposes reforms to large exposure risk management for banks
December 14, 2018

Research and Markets
Key household debt ratio ticked higher in third quarter
December 14, 2018

Industry News
CRA names members of external advisory panel on service
December 14, 2018

Research and Markets
Pension wealth increased in 2017
December 14, 2018

Jamie Golombek
Taking advantage of TFSAs
With the annual dollar limit increasing in January, there’s no reason why your clients shouldn’t take advantage of this tax-free savings and investment vehicle
December 17, 2018

Appointment Notices
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