Investment Executive Weekly newsletter

Week of March 13, 2019
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News
Certainty for disability planning
Supreme Court makes decision in Henson trust case
March 8, 2019

March 2019 newspaper

News
CSA eyes trading fees
Regulator plans to study the effects of curbing trading venues’ fee/rebate structures
March 8, 2019

News
Urging consistency nationally
IAP wants regulatory sanctions against individuals to apply across regional and industry jurisdictions
March 8, 2019

News
Newsmaker: Great-West Life's digital transformation
Technology is important, but understanding client needs begins with advisors, says Jeff Macoun
March 8, 2019

Building Your Business
Technology with a personal touch
A varied, international education gives Ahilan Balachandran a unique perspective on financial services
March 8, 2019

News
HNW clients favour independents
Gap between independent and bank channels could be more perception than reality, however
March 8, 2019

Building Your Business
Taming the robo beast
Digital investment platforms, no longer the threat they once appeared to be, are being embraced by some advisors as key elements of their service. These platforms enable human advisors to devote more time to building client relationships
March 8, 2019

Partners’ Place

Appointment Notices
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