Investment Executive Weekly newsletter

Week of April 17, 2021
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Ellen Bessner
You can’t be a walking rulebook
A step-by-step guide to navigating the mountain of rules you must follow to protect your licence, reputation and livelihood
April 14, 2021

From the Regulators
Second Wall Street exec admits to fraud
Institutional clients were defrauded of over US$100 million in a long-running scheme, the DoJ says
April 13, 2021

Client Communications
You’ve got mail
How to create a great e-newsletter for your clients
April 12, 2021

Industry News
How to connect with your clients’ kids
Providing early guidance on goals and investing can help build your book
April 9, 2021

Industry News
BMO selling EMEA asset management business to Ameriprise Financial for $1.09B
The transaction is expected to close by the end of this year
April 12, 2021

Industry News
Canaccord prepared to sweeten bid for RF Capital
The firm offers to raise its takeover price "materially" and improve terms for advisor shareholders
April 14, 2021

People
CI Financial names new CFO
April 12, 2021

Products
Canadian ETF providers look to capitalize on clean energy theme
April 9, 2021

Appointment Notices
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