Investment Executive Weekly newsletter

Week of January 04, 2019
Your Weekly e-newsletter and alerts
Go to website

Industry News
Wealthsimple introduces mutual fund dealer
Wealthsimple Advice offers passive or active portfolios of ETFs and mutual funds
January 3, 2019

Industry News
Insurers need to make bold moves: Report
Firms will have to seek innovation and M&A activity, among other strategies, to sustain growth in the coming years
January 2, 2019

Industry News
U.S. congressman introduces residency-based tax bill
It's receiving support from both Democrats and Republicans
December 21, 2018

Industry News
Saving for retirement not top priority
Survey finds most Canadians are more focused on reducing debt
January 2, 2019

Industry News
Big Six banks well positioned to weather economic storms
Canada’s banks remain vulnerable to various factors, but are positioned adequately from a capital perspective, Fitch reports
January 3, 2019

From the Regulators
MFDA fines 12 former WFG Securities reps
November 30, 2018

Industry News
CPP contributions rise this week
January 2, 2019

From the Regulators
CRA announces prescribed interest rates
January 2, 2019

Industry News
Proposed class action against Mackenzie seeks $175 million in damages
December 13, 2018

Ellen Bessner
Surviving the robo-advisor threat
A connection between advisors and their clients through clear communication will ensure advisors survive and succeed
January 2, 2019

Appointment Notices
Brought to you by: Appointment Notices


This message was sent to @{Email Name}@ by Investment Executive Manage subscription \| Unsubscribe © 2026 Newcom Media Inc. All Rights Reserved. 5353 Dundas St. West, Suite 400 \| Toronto \| ON \| M9B 6H8 Support : service@newcom.ca \| 1-844-241-0116 Privacy Policy \| Terms and Conditions