Investment Executive PM newsletter

Monday January 28, 2019
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Research and Markets
TSX ends higher despite lower crude and warning from SNC Lavalin
Dow drops more than 200 points
January 28, 2019

Research and Markets
Big banks poised to gain from open banking
Clients tend to prefer staying with their existing bank, report finds
January 28, 2019

Products
Franklin Templeton lowers fees with new series
Clients who meet eligibility requirements will be automatically switched into series with preferred pricing
January 28, 2019

From the Regulators
OSC permanently bans convicted fraudster
Panel calls Michelle Dunk’s misconduct “extremely serious”
January 25, 2019

Industry News
Virtual Brokers adds portfolio analysis tool
January 28, 2019

Industry News
Co-operators acquires Redfords Insurance Brokers
January 28, 2019

From the Regulators
FCA moves to improve investment outcomes for retirees
January 28, 2019

Research and Markets
Global bank outlooks more negative than in mid-2018
January 28, 2019

Ellen Bessner
A missed opportunity for advisors
Updating your clients’ KYC form is both a chance to show clients that you have a sincere interest in helping them meet their goals and is an opportunity to grow your business
January 28, 2019

Appointment Notices
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