Investment Executive Weekly newsletter

Week of May 29, 2020
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Susan Silma
The future of client relationships post-lockdown
Four positives that may come out of the pandemic
May 21, 2020

Industry News
CI takes full control of WealthBar, plans launch of CI Direct Investing
The new “hybrid” platform will offer DIY investing, wealth management and financial planning services
May 21, 2020

From the Regulators
Corporations and trusts have longer to file tax returns, CRA says
Returns that would have been due in June, July or August can be filed by Sept. 1
May 25, 2020

Industry News
CMHC sees declines in home prices, sales, starts that will linger to end of 2022
The more pessimistic scenario could see deferred mortgages turning into foreclosures
May 27, 2020

Industry News
CI acquires stake in another U.S. RIA, launches new private pools
The firm has now acquired an interest in four RIAs with total assets of US$6.6 billion
May 26, 2020

Industry News
BMO to axe DSC funds in November
The low-load DSC option will be removed from BMO’s mutual fund lineup
May 25, 2020

Research and Markets
The financial industry will be fundamentally transformed by Covid-19
Rating agency sees long-run implications from crisis
May 21, 2020

Ellen Bessner
Perch me on your shoulder
How to avoid the most common legal and regulatory infractions
May 26, 2020

Appointment Notices
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