Investment Executive AM newsletter

Wednesday February 20, 2019
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Industry News
Sun Life strengthens focus on clients
Eric Monteiro named chief client experience officer; Rowena Chan joins Sun Life from TD Wealth Financial Planning
February 19, 2019

Industry News
CRA kicks off 2018 tax filing season
The agency says it has no plans to abandon paper tax returns despite the rising use of digital services
February 19, 2019

Industry News
Advisor-reliant clients prefer fee-based accounts: survey
Self-directed investors prefer commissions-based relationships
February 19, 2019

From the Regulators
IIROC allows full-service reps to tout firm's discount brokerage
SRO satisfied firm will put in place appropriate disclosure, policies, procedures and controls
February 19, 2019

Products
Provisus to launch nine platform-traded funds on NEO
Fee model aligns manager proﬁtability with the results achieved by clients
February 19, 2019

Research and Markets
ESG a growing priority for private equity finds PwC survey
Responsible investment perceived as the ‘right thing to do’
February 19, 2019

Products
Middlefield launches two ETFs
February 19, 2019

Products
Arrow Capital proposes fund merger
February 19, 2019

Products
CIBC AM announces changes to bond pools
February 19, 2019

Research and Markets
TMX joins UN sustainability effort
February 19, 2019

Research and Markets
Energy, materials and financials boost TSX
February 19, 2019

Inside Track

Jamie Golombek
Jamie's top RRSP tips for clients
As the annual contribution deadline approaches, here are three ways to help your clients get the most from their RRSPs
February 19, 2019

Partners’ Place

Appointment Notices
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