Investment Executive PM newsletter

Tuesday October 29, 2019
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Industry News
New online tool gives users a ‘snapshot’ of their financial well-being
The IG Living Plan Snapshot determines a score based on five financial criteria
October 29, 2019

Research and Markets
Smaller U.S. banks deploying analytics to compete with large rivals
Greenwich reports small players are targeting disgruntled corporate clients at larger banks
October 29, 2019

Research and Markets
Earning power doesn't necessarily equate to better financial health, survey finds
TD reports 18% of high income earners have below-average financial health
October 29, 2019

Research and Markets
TSX climbs on positive earnings results
U.S. markets were down ahead of an expected Fed rate cut
October 29, 2019

Industry News
Bespoke advice becoming more important in changing industry
Speakers at a Vantage Series event discussed the challenge of providing personalized advice at scale
October 29, 2019

From the Regulators
Online security a top priority for regulators, investors, NASAA says
The association president warned of the reputational damage from cyber attacks
October 29, 2019

People
New CEO for prop broker
October 29, 2019

Research and Markets
Majority of non-bank mortgages uninsured: StatsCan
October 28, 2019

Appointment Notices
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