Investment Executive Weekly newsletter

Week of August 30, 2019
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Financial Planning
Potential effects of the new degree requirement for CFPs
A degree will be required to earn the "Certified Financial Planner" designation, effective April 2022
August 26, 2019

Report Card on Banks
Report Card on Banks 2019 main chart
How advisors rated their banks
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

Products
Tax changes lead Horizons to propose converting ETFs to corporate-class funds
Reorganization is in response to draft legislation that will implement changes to the "allocation to redeemers" rules
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

Research and Markets
Investors demand more advice, better value: EY report
There's also growing dissatisfaction with asset-based fees
August 27, 2019

Report Card on Banks
Advisor pay a sticking point
August 23, 2019

Industry News
Ontario court upholds firm's right to set performance standards for advisors
August 28, 2019

Research and Markets
Trillions in HNW assets up for grabs in years ahead
August 22, 2019

Report Card on Banks
Beyond banks' resilient reputations
August 23, 2019

Partner Reports
Women and wealth
As women assume more of Canada’s wealth, firms are evolving to meet their unique needs.
August 28, 2019

Appointment Notices
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