Investment Executive AM newsletter

Tuesday June 29, 2021
Your Daily AM e-newsletter and alerts
Go to website

Research and Markets
CFA and other organizations move to fill gap in ESG standards
The CFA's proposed disclosures should help advisors, but others may try to go further with product certification
June 28, 2021

From the Regulators
Former Calgary advisor faces fraud charges
The RCMP alleges the former rep engaged in unauthorized trading and secret commissions
June 28, 2021

Research and Markets
Asset managers would benefit from U.K. regulator's climate disclosures: Moody's
The payoff from tougher climate disclosure outweighs the costs, a report said
June 28, 2021

Industry News
CI to acquire U.S. wealth manager Radnor
The deal is the latest in a string of purchases that will bring the firm's U.S. assets to US$68 billion
June 28, 2021

Research and Markets
Poor disclosure of employee information hampering ESG investors: report
ESG information will remain "patchy and haphazard" until disclosure is regulated
June 28, 2021

From the Regulators
Bulk of Bridging funds' loans under review by PwC
The latest report to investors shows the majority of funds' assets have yet to be classified
June 28, 2021

People
Advocis names new board leadership
June 28, 2021

From the Regulators
New Zealand regulators to influencers: #Dontgiveunregisteredfinancialadvice
June 28, 2021

Appointment Notices
Brought to you by: Appointment Notices


This message was sent to @{Email Name}@ by Investment Executive Manage subscription \| Unsubscribe © 2026 Newcom Media Inc. All Rights Reserved. 5353 Dundas St. West, Suite 400 \| Toronto \| ON \| M9B 6H8 Support : service@newcom.ca \| 1-844-241-0116 Privacy Policy \| Terms and Conditions