Investment Executive AM newsletter

Thursday September 16, 2021
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Ian Russell
The challenge to differentiate wealth services
Advisors can offer a personalized experience through deeper client engagement
September 15, 2021

From the Regulators
FAIR Canada blasts banks for trimming shelves
The advocacy group calls for action to preserve competition and protect investors
September 15, 2021

Research and Markets
Fitch slashes default forecast for U.S. high yield
The pandemic has produced much less credit stress than the 2008 financial crisis
September 15, 2021

Industry News
CI Financial to open U.S. headquarters in Miami
Toronto-based firm has acquired or made deals for 21 U.S. wealth firms since last year
September 15, 2021

People
Cary List receives lifetime achievement award in financial planning
FP Canada honoured the former president and CEO for his contributions to the profession
September 15, 2021

Research and Markets
CREA lowers home sales forecast, but nudges average price higher
Tight supply is driving the increase in housing costs
September 15, 2021

From the Regulators
Poor returns, bad advice, scams all in FCA's crosshairs
The U.K. regulator unveiled a three-year strategy to combat an array of investor harms
September 15, 2021

Research and Markets
Inflation rate rises to 4.1% in August, highest since 2003
Supply-chain disruptions helped drive the price growth
September 15, 2021

Research and Markets
Economic growth across G20 slowed in second quarter, OECD says
Large differences were observed between countries
September 15, 2021

From the Regulators
Trailer-fee class action can proceed as court denies leave
September 15, 2021

Research and Markets
More than half of pension assets in foreign holdings: StatsCan
September 15, 2021

Partners’ Place

Appointment Notices
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