Investment Executive AM newsletter

Friday October 23, 2020
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Research and Markets
Investors more confident in advisors after Covid downturn: report
Satisfaction was highest if advisors proactively contacted clients and tweaked portfolios
October 22, 2020

Research and Markets
Mutual fund sales turn negative but ETFs roll on: IFIC
Fund assets saw net redemptions of $33 million in September
October 22, 2020

Research and Markets
Are your clients prepared for home-related expenses?
Polls suggest Canadians could incur significant costs during Covid-19
October 22, 2020

Research and Markets
Change is coming in 2021 for wealth management: Forrester
Technology can help firms and advisors meet changing client expectations
October 22, 2020

Research and Markets
Ownership of responsible investments growing: RIA survey
A persistent lack of knowledge about RI offers an opportunity for advisors to help
October 22, 2020

From the Regulators
Goldman Sachs pays US$2.9 billion in corruption case settlement
Firm admits to bribery charge in Malaysian sovereign wealth fund scandal
October 22, 2020

Industry News
Sun Life buying majority stake in U.S. investment manager
October 22, 2020

From the Regulators
Got Kik? The SEC does
October 22, 2020

Partners’ Place

Appointment Notices
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