Investment Executive Special Alert

Tuesday June 14, 2022
Financial news you can use
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News
Insurance advisors must adapt to post-DSC seg fund world
Some advisors have moved from DSCs to seg funds with chargebacks
June 13, 2022

News
CDOR, CORRA and T+1, oh my!
The Canadian financial industry will be juggling two major infrastructure projects over the next two years
June 13, 2022

News
CSA may pause on climate disclosure
Proposals from the SEC and ISSB go further than the CSA’s
June 13, 2022

News
Banks optimistic as recession worries weigh on financial services industry
The 45 firms in the Profit Survey saw their net income decline, on average, by 1% year over year
June 13, 2022

News
New RIA CEO hopes ESG standards will raise industry confidence
Helping the industry establish sustainable investment standards is crucial, says Patricia Fletcher
June 13, 2022

Insurance Guide
The next frontier in digitization
Lifecos' main digitization priorities are in sales, underwriting and on high-volume health claims
June 13, 2022

Insurance Guide
Step up customer engagement with wearables
Health monitoring technology can help you offer additional value beyond the death benefit
June 13, 2022

Insurance Guide
Entrepreneurs face key choices with critical illness insurance
Tax factors may influence whether a policy is owned corporately or personally
June 13, 2022

Focus on Products
Hedging inflation with stock picks and alternatives
How to invest: Two portfolio managers offer ways to hedge against inflation
June 13, 2022

Comment & Insight
Hard work for new SRO is just beginning
Editorial: If the merger results in a more robust, investor-focused SRO, then short-term distractions can be forgiven
June 13, 2022

Comment & Insight
A premiership marred by strife
Whoever replaces Jason Kenney as UCP leader will face challenges from within the party — and from without
June 13, 2022

Dealers’ Report Card
Striking a balance between autonomy and support
June 13, 2022

Dealers’ Report Card
Firms vary widely in succession planning support
June 13, 2022


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