Investment Executive Special Alert

Tuesday October 12, 2021
Financial news you can use
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News
The taming of the crypto
Regulators are slowly bringing the sector to heel
October 12, 2021

News
Re-elected Liberals look to raise revenue
Some experts believe the feds could hike capital gains rate
October 12, 2021

Advisors’ Report Card
Advisors' Report Card 2021 main chart
Average ratings from advisors in each industry channel
October 12, 2021

News
Disclosure reforms draw praise, concern
Investor advocates and law firms worry about inadequate reporting
October 12, 2021

Advisors’ Report Card
Brokerage firms elicit strong advisor loyalty
Advisors across all Report Cards gave a collective Net Promoter Score of 62.2
October 12, 2021

Focus on Products
New GIC products offer safety — at a cost
Guaranteed products include features that reduce potential returns while preserving capital
October 12, 2021

Building Your Business
Listen before you build
Kevin Burkett said advisors starting a firm should ditch a defined plan and be open to input instead
October 12, 2021

Comment & Insight
CRM3 a do-over for beleaguered regulators
Editorial: With several dealers defying the spirit of the client-focused reforms, have regulators finally learned their lesson?
October 12, 2021

Comment & Insight
Federal election brings more disappointment to Alberta
The province is united in its anger over Jason Kenney’s mishandling of the pandemic
October 12, 2021

Advisors' Report Card 2021

Report Cards
Advisors’ Report Card 2021
Findings from the Report Card show the industry has persevered in the face of unprecedented challenges
04 October 2021

Partners’ Place

Appointment Notices
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