Investment Executive Special Alert

Tuesday February 22, 2022
Financial news you can use
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News
Adept bond investing propelled firms to top of annual rankings
Mutual Fund Families ranking: Energy, bank and real estate equities also performed well in 2021
February 22, 2022

News
Proposal for new investor advisory panel faces criticism
Advocates and industry agree: Think bigger about the IAP
February 22, 2022

News
Nova Scotia case fails to clarify beneficiary designations
Conflicting case law continues to create uncertainty
February 22, 2022

News
Industry and investors divided over OBSI review
Binding compensation remains a sticking point
February 22, 2022

Building Your Business
Crypto: “Crazy rodeo” or suitable investment?
While advisors remain skeptical, ETF providers, institutional investors and regulators are giving cryptocurrency an air of legitimacy
February 22, 2022

Building Your Business
Welcome aboard: Choosing a client onboarding platform
Paper forms and “wet” signatures are being replaced by efficient digital systems that interact with CRM software
February 22, 2022

Building Your Business
3 technology developments investors should watch
February 22, 2022

News
A team approach to investment strategy
Newsmakers: Manulife’s chief investment strategists emphasize market defence with fixed income
February 22, 2022

Comment & Insight
Halifax’s housing market heats up
Buyers from expensive markets are drawn by the city’s lower prices and laid-back lifestyle
February 22, 2022

Comment & Insight
Insurance regulators step up on DSCs
Editorial: Closing the gap between insurance and securities rules removes a tangible risk for clients
February 14, 2022


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