Investment Executive PM newsletter

Tuesday June 29, 2021
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From the Regulators
Fund rep sanctioned for stealing from bank customers
Ex-rep admitted to misappropriating money and undisclosed borrowing from a client
June 29, 2021

Industry News
Beneficiary designations affirmed in Ontario court decision
The decision in Mak (Estate) v Mak differs from the controversial Calmusky ruling
June 29, 2021

Industry News
Why younger Canadians are choosing to save on investment fees
DIY plus fee-only planning was the choice for one millennial
June 29, 2021

People
IIAC names 2021 hall of famers
Gordon Nixon and C. Warren Goldring are on this year’s list
June 29, 2021

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

Products
Franklin Templeton launches 3 sustainability ETFs
The funds leverage management expertise from the firm's Legg Mason acquisition
June 29, 2021

Research and Markets
U.S. consumer confidence hits highest level since pandemic
June 29, 2021

Research and Markets
Freed from Covid restrictions, big U.S. banks hike dividends
June 29, 2021

Appointment Notices
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