Investment Executive Weekly newsletter

Week of June 03, 2019
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News
Groups weigh in on cryptoasset rules
Firms want regulatory certainty in the cryptoasset space
May 31, 2019

News
Newsmaker: Making the most of distribution
David Stephenson, director of ETF strategy at CIBC Asset Management, says the parent bank's strong relationships with clients are an advantage
May 31, 2019

News
U.S. study backs fiduciary standard
Neither product nor sales volume fell
May 31, 2019

News
Cannabis still poses investment risk
Investors are beginning to focus on more established companies that could benefit from the forecasted wave of growth in the sector
May 31, 2019

Building Your Business
What happens to the business?
You can play a dual role — both coach and quarterback — to help your business-owner clients create an estate plan
May 31, 2019

Building Your Business
A focus on the client
Since Julia Chung co-founded Spring Financial Planning in 2017, it has grown to include 11 advisors across Canada
May 31, 2019

Building Your Business
Passing the torch to your children
While you may have a strong motivation to have the kids take over your practice, family successions don't always work out as planned
May 31, 2019

Report Cards
Dealers’ Report Card 2019
Signs of slow and steady improvement were apparent in Investment Executive’s 2019 Dealers’ Report Card, but persistent issues remain.
31 May 2019

Appointment Notices
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