Investment Executive AM newsletter

Wednesday April 01, 2020
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Client Communications
Tips for video-conferencing with clients
Platforms like Skype and Zoom allow you to meet with clients virtually, but it’s essential that you protect your clients’ personal information
March 31, 2020

Ellen Bessner
How to listen to your clients
What your clients really need is for you to hear them, but how do you do that?
March 31, 2020

From the Regulators
FAIR Canada calls for comprehensive SRO review
Investor group says CSA must go deeper than an IIROC-MFDA merger review
March 31, 2020

From the Regulators
IIROC entertains broader relief for dealers
The SRO is prepared to grant temporary exemptions from several requirements
March 31, 2020

Research and Markets
Faced with another market crisis, will investors learn from past lessons?
A report from Dalbar suggests that getting out of Dodge can be more costly than staying the course
March 31, 2020

Industry News
RBC expects home sales to dive 30%, prices to decline because of outbreak
Low interest rates and a recovery could help sales to surge more than 40% in 2021
March 31, 2020

Industry News
Pascal offers free tool for advisors working remotely
March 31, 2020

Research and Markets
Pandemic creeps into StatsCan price indexes
March 31, 2020

Industry News
Big banks use new funding facility
March 31, 2020

Partners’ Place

Appointment Notices
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