Investment Executive Weekly newsletter

Week of January 25, 2019
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News
TFSAs: Setback for the CRA
Tax Court decision may limit the scope of the advantage tax
January 21, 2019

Products
Manulife AM tops list of Fundata Canada award winners
274 Canadian investment funds honoured at 2018 awards gala
January 25, 2019

Research and Markets
Portfolio managers believe recession is near
Investor expectations for total shareholder returns are at historically low levels
January 23, 2019

People
Kristi Mitchem named new CEO of BMO GAM
The former Wells Fargo exec has led global teams across all major asset classes
January 23, 2019

Products
IFIC adds ETF data to sales reporting
2018 Investment Funds Report provides comprehensive data about mutual fund and ETF assets and sales activity
January 24, 2019

Industry News
Demand for wealth management drives investment industry performance: Russell
A weaker outlook for 2019 will likely lead more firms to leave the business
January 21, 2019

From the Regulators
New Ontario regulator to focus on reducing regulatory burden
January 22, 2019

Products
CI Investments launches ETF portfolios
January 21, 2019

Products
Fidelity expands suite of factor ETFs and funds
January 24, 2019

Products
AGF to close several funds
January 22, 2019

Jamie Golombek
Start 2019 off on the right tax foot
Your employee and retiree clients could take advantage of these astute tax-planning strategies for the current taxation year
January 21, 2019

Susan Silma
Improve client engagement with technology
Advisors could use technology to make necessary processes less cumbersome and more understandable for clients
January 24, 2019

Special Reports
Outlook 2019: Financial services industry facing many challenges
The overaching theme for the coming year is uncertainty

Appointment Notices
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