Investment Executive AM newsletter

Thursday July 15, 2021
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Susan Silma
Suitability takes on new meaning with client-focused reforms
Advisors must “put the client’s interest first” when making a recommendation
July 14, 2021

From the Regulators
FSRA to leave limits on life sector incentives
Amid concerns about consumer harm, the regulator has backed away from a plan to allow incentives
July 14, 2021

From the Regulators
Paying cash for enforcement tips is a success: OSC
The regulator's whistleblower program has generated hundreds of tips and paid out millions in rewards
July 14, 2021

Industry News
New impact investing firm launches in Toronto
TwinRiver Capital will introduce investment products in the fall
July 14, 2021

Industry News
Equitable collaborates with Desjardins to expand line of credit offering
Qualifying whole-life policyholders with Desjardins can now apply for a CSV loan
July 14, 2021

Products
New Mackenzie equities fund aims to minimize impact of taxes
The fund uses a variety of tax-management strategies to maximize returns
July 14, 2021

Products
SLGI to ditch DSCs, trailing commissions paid to OEO dealers
July 14, 2021

From the Regulators
Covid-19 gave kickstart to cyber attacks
July 14, 2021

Appointment Notices
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