Investment Executive Special Alert

Tuesday May 18, 2021
Financial news you can use
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News
Firms and advisors grapple with crypto
The dramatic increase in the price of Bitcoin has intrigued many clients
May 17, 2021

News
Regulators target “greenwashed” products
The ESG investing space has become increasingly susceptible to marketing hype
May 17, 2021

Building Your Business
There’s a silver lining for “silver splitters”: Amicability
With the court system backlogged, older clients may want to split up on good terms
May 17, 2021

News
Walking the walk
Oricia Smith, president of SLGI Asset Management, holds her firm to a high standard
May 17, 2021

News
Ontario joins DSC ban
The province changed its position based on “overwhelming” support for a harmonized ban
May 17, 2021

Focus on Products
Recovering economy could be a boon to balanced funds
Portfolio managers warn that economic optimism could be inflating equities valuations
May 17, 2021

Comment & Insight
Kenney has few fans as Covid woes worsen
May 17, 2021

Comment & Insight
DSC demise must spur innovation
May 17, 2021

Report Cards
Brokerage Report Card 2021
Most firms in this year’s Brokerage Report Card emerged from the market plunge of March 2020 in a position of strength. Advisors reported their books of business grew.
17 May 2021

Appointment Notices
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