Investment Executive Monthly newsletter

Month of October 01, 2019
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Industry News
Bringing financial planning to the masses
A new tool allows advisors to offer a “lighter financial planning experience” to smaller clients
September 3, 2019

From the Regulators
Investor funds went up in smoke at pot company, OSC alleges
Regulator says company executives diverted investor funds for personal gain
September 13, 2019

From the Regulators
CSA offers sweeping relief to investment funds
The proposed changes include an exemption from delivering Fund Facts disclosure for certain purchases
September 12, 2019

Industry News
IIROC’s CE proposals draw criticism
Industry weighs in on proposed changes announced in July
September 6, 2019

Industry News
Greens would axe RESP
The plan was revealed in the party's platform costing document
September 25, 2019

Front Page
No movement on DSC ban
The Ontario government still opposes the ban
September 20, 2019

Industry News
Conservatives would repeal passive income rules for small businesses
If elected, the Tories say they’ll also exempt spouses from the tax on split income
September 24, 2019

Keith Costello
Listening is key to conversation
Financial advisors can build deeper connections with clients by using active listening skills
September 20, 2019

Ellen Bessner
Managing clients — especially couples — can be challenging
Situations become complicated when couples aren’t on the same page about their goals
September 6, 2019

Magazines
ETF Guide 2019
As new funds emerge, how do you choose what's right for your client?
20 September 2019


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