Investment Executive AM newsletter

Monday January 27, 2020
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From the Regulators
Accounting firm to pay $3.5 million for substandard audits of Crystal Wealth
A portion of the settlement agreement with the OSC will go to defrauded investors
January 24, 2020

Industry News
Breaking down a record year for ETFs
ETF assets have grown by more than five times since the end of 2010, according to IFIC
January 24, 2020

Products
Wealthsimple to enter the ETF market
Prospectus was filed Thursday to launch two socially responsible ETFs
January 24, 2020

People
New president and CEO for CWB Wealth Management
Matt Evans has held progressive leadership roles at the bank since 2010
January 24, 2020

Hundreds of funds receive Fundata awards
53 companies were honoured
January 24, 2020

Products
Unitholders approve changes to NEI funds
Changes to benchmark indexes, subadvisors and investment objectives will take effect in April
January 24, 2020

Products
Horizons, Dynamic make changes to funds
January 24, 2020

Inside Track

David Reeve
The forces of technology: automation and augmentation
Using technology to augment your practice can help strengthen your relationships with clients
January 24, 2020

Partners’ Place

Appointment Notices
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