Investment Executive Weekly newsletter

Week of August 26, 2019
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News
MFDA proposes trading flexibility
Industry asks the regulator for greater clarity on a proposal that would allow mutual fund reps to perform limited discretionary portfolio management
August 23, 2019

News
Newsmaker: Merging technology and human talent
Rowena Chan brings 30 years of experience and a degree in sociology to her role as president of Sun Life Financial Distributors
August 23, 2019

Building Your Business
Planning without pain
Clients in their 40s and early 50s would rather enjoy life today than plan for tomorrow. Understanding their attitudes and needs can help you point them toward sound financial decisions
August 23, 2019

News
ETFs get reprieve on tax proposal
The Dept. of Finance releases draft legislation concerning the "allocation to redeemers" methodology and extends the capital gains-related timeline for ETFs
August 23, 2019

Building Your Business
The role of his life
Kevin Cork was pursuing a career as an actor when he was "bitten by the financial planning bug"
August 23, 2019

News
CRA updates principal residence folio
With the price of real estate skyrocketing, Ottawa is concerned that Canadians are accessing the PRE inappropriately
August 23, 2019

Building Your Business
NAS: An alternative to the cloud
A network-attached storage device on your own premises can keep your data safe. But you must configure it properly
August 23, 2019

In Depth

Report Cards
Report Card on Banks 2019
IE's 2019 Report Card on Banks reveals the Big Six’s retail advisors may be less satisfied this year.
23 August 2019

Partners’ Place

Appointment Notices
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