Investment Executive PM newsletter

Tuesday March 03, 2020
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Industry News
Running low on ammo, the Fed takes a surprise shot
The spread of the coronavirus prompted the Fed to cut rates in an emergency move
March 3, 2020

Industry News
CWB buying T.E. Wealth and Leon Frazer from iA Financial
CWB will add approximately 140 employees and $6 billion in assets under management
March 3, 2020

Industry News
CLHIA urges caution on title regulation
The association's budget submission also makes recommendations on annuities and taxes
March 3, 2020

Research and Markets
Covid-19 to trigger pandemic bond payouts: DBRS
Funds will help developed markets combat the outbreak
March 3, 2020

Research and Markets
Hefty household holiday hangover
Consumer insolvencies surge in January
March 3, 2020

Industry News
Morningstar acquires software provider PlanPlus Global
With the acquisition, the firm expands its financial-planning capabilities for advisors
March 3, 2020

From the Regulators
Elder fraud tops US$1 billion, U.S. authorities allege
Prosecutions for fraud against seniors reaches record levels
March 3, 2020

People
Peter Mann goes to Grayhawk
March 3, 2020

Appointment Notices
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