Investment Executive AM newsletter

Thursday January 24, 2019
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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

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

Products
Knowledge First to wind down Impression Plan RESP
Firm cites DCSs among the factors that contributed to a lack of sales
January 23, 2019

Industry News
Cognitive biases may keep clients from investing intelligently
Help identify psychological traps that can hurt returns
January 23, 2019

Products
Horizons launches two index ETFs
The new TRI ETFs offer exposure to Canadian real estate and the Canadian banking sector
January 23, 2019

From the Regulators
Regulators vital for well-functioning capital markets
CGFS report recommends policy measures for bolstering capital markets
January 23, 2019

Products
Mackenzie introduces new balanced fund
January 23, 2019

From the Regulators
OSFI decision to increase capital buffer for banks an effort to increase transparency
January 23, 2019

Industry News
CI Financial completes deal for WealthBar
January 23, 2019

Products
Wealthsimple, TurboTax help taxpayers contribute to RRSPs
January 23, 2019

Industry News
Return to Bay Street applications open Feb. 5
January 23, 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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