Investment Executive PM newsletter

Monday December 02, 2019
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From the Regulators
Regulatory challenges for the year ahead
In 2020, regulators will grapple with harmonization, tech and climate change, predicted speakers at the Toronto Refinitiv Summit
December 2, 2019

Products
Horizons reorganizes 44 ETFs as corporate-class funds
None of the investment objectives, names or ticker symbols of the ETFs have changed
December 2, 2019

Special Reports
Lifting the veil on RI screening
There is wide variation when it comes to how managers choose RI investments
December 2, 2019

Research and Markets
Toronto stock index falls along with U.S. markets
Markets responded to rising trade tensions on Monday
December 2, 2019

Practice Management
How to prioritize the time you spend with clients
Segmenting your book can help you serve clients better
December 2, 2019

Industry News
Expand access to annuities, CLHIA argues
The industry group is calling on the government to enable the use of annuities within TFSAs
December 2, 2019

From the Regulators
MFDA firms approve rule changes at AGM
December 2, 2019

From the Regulators
FINRA enhances OTC market transparency
December 2, 2019

Ellen Bessner
It ain’t over till it’s over
Litigation risk exists even after you’re retired or unable to work
November 29, 2019

Appointment Notices
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