Investment Executive Weekly newsletter

Week of March 09, 2020
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News
Reg task force has work cut out for it
Ontario's capital markets task force must deliver its report this autumn
March 6, 2020

News
Are tougher RESP dealer rules needed?
Investor advocates argue that scholarship plan dealers should be subject to more stringent regulations
March 6, 2020

News
OSC and CSA disagree on deferred sales charges
Fund reps with smaller books are more dependent on DSCs
March 6, 2020

News
Newsmaker: More than just math
Kendra Kaake has learned that understanding investor behaviour is as important as knowing the numbers
March 6, 2020

Building Your Business
The new "niche"
There's more to specialization than focusing on a client group. You have to define the specific needs of those clients and what you can do for them
March 6, 2020

Building Your Business
Putting down roots in northern Alberta
Nadine Allen uses financial expertise, empathy and community support to foster client relationships
March 6, 2020

Focus on Products
Stability, and hold the volatility
March 6, 2020


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