Investment Executive PM newsletter

Thursday November 21, 2019
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From the Regulators
Managing conflicts when making investment recommendations
A regulatory panel breaks down a case study
November 21, 2019

People
WXN announces Canada’s most powerful women
The winners will be addressed at an Awards Gala in Toronto on Thursday
November 21, 2019

Industry News
Canadians confident about finances but not investing: survey
More than half of respondents said they feel “more comfortable” with an advisor
November 21, 2019

Research and Markets
North American stock markets down slightly awaiting signals on trade, consumers
S&P/TSX composite index closed down 6.63 points on Thursday
November 21, 2019

From the Regulators
B.C. Securities Commission says crypto trader leaves millions owing
Einstein Group has less than $45,000 in cash and cryptocurrency, a receiver's report found
November 21, 2019

Industry News
Missing payments highlight need for seniors to prepare financial plans
Early planning is crucial
November 21, 2019

Industry News
Selling business shares and assets in a tax-efficient way
November 21, 2019

Products
Evolve introduces high interest savings account ETF
November 21, 2019

Susan Silma
Client-focused reforms: How advisors can turn regulation into opportunity
Advisors can deliver better outcomes for their clients by getting ahead of their regulatory obligations
November 20, 2019

Appointment Notices
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