Investment Executive Weekly newsletter

Week of March 11, 2023
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News
Banks could make FHSAs available this spring
The account is set to be a planning powerhouse for advisors
March 3, 2023

Industry News
Richardson Wealth struggles with back-office tech transition
RF Capital CEO Kish Kapoor attributed the problems to technology issues, data transfer challenges and user training
March 3, 2023

Industry News
Echelon Wealth to merge with PI Financial
The firms are looking to add scale and grow their wealth management business
March 7, 2023

Research and Markets
Everything's terrible, just don't tell the lifecos
Big Four Canadian life insurers report near-record profits for 2022, DBRS says
March 7, 2023

People
Industry moves this week
A team of former MD Financial advisors has emerged at Richardson Wealth
March 9, 2023

Industry News
Large Canaccord shareholder moves to oust directors opposed to takeover bid
The shareholder is pushing for board changes by May 10 and nominated two directors
March 8, 2023

Products
Tax-efficient bond ETFs: not an oxymoron
March 8, 2023

From the Regulators
Digital bank fined by FINTRAC
March 6, 2023


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