Investment Executive Weekly newsletter

Week of June 18, 2022
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Dealers’ Report Card
Striking a balance between autonomy and support
Advisors still value their independence, but firms can be guides and advocates
June 13, 2022

Dealers’ Report Card
Dealers' Report Card 2022 main chart
How financial advisors rated their firms’ performance
June 13, 2022

Research and Markets
‘North America will avoid recession,’ Mackenzie Investments predicts
Rising interest rates, inflation and economic headwinds in China will affect global markets, according to Mackenzie Investments outlook
June 15, 2022

From the Regulators
OSC, MFDA team up in case against fund rep
Rep violated MFDA rules, OSC rules and firm's policies, panel finds
June 14, 2022

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

Industry News
Wealthsimple lays off 13% of workforce
The company will now focus more heavily on core businesses, like investing and banking
June 15, 2022

Industry News
Planning for retirement amid persistent inflation
June 15, 2022

Dealers’ Report Card
Remote work capabilities are essential
June 13, 2022


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