Investment Executive Special Alert

Tuesday June 15, 2021
Financial news you can use
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News
Retail trading fuels industry profits in Q1
Regulators have become increasingly concerned about the “meme stock” phenomenon
June 14, 2021

News
FP Canada’s new leader wants to make planning more accessible
Tashia Batstone will lead the organization as title regulation takes effect
June 14, 2021

News
Investors demand diversity disclosure
Companies are facing increased pressure, but gaps remain in diversity data
June 14, 2021

News
Feds eye increasing charities’ disbursement quotas
Insiders say some charities could be hurt by a larger quota
June 14, 2021

News
Profits up for financial firms, but looks can be deceiving
While results were largely stronger than a year ago, quarter-over-quarter earnings were down for 16 firms
June 14, 2021

Insurance Guide
Help your client understand par policy dividends
Being clear about the dividend scale is part of the conversation
June 14, 2021

Building Your Business
Planting seeds for success
June 14, 2021

Comment & Insight
Overcoming mistrust is key to retaining new retail investors
June 14, 2021

Dealers’ Report Card

Report Cards
Dealers’ Report Card 2021
The books of many advisors seemed to be under pressure this year, even as the mutual fund industry delivered headline growth
14 June 2021

Insurance Guide

Magazines
Insurance Guide 2021
In this year's Insurance Guide, we deliver the goods on par policy dividends, insurance-tracking shares, how to buy a book of business — and so much more
14 June 2021

Partners’ Place

Appointment Notices
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