Investment Executive Weekly newsletter

Week of September 10, 2022
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Industry News
Latest credential undermines title regulation, advocates say
New designation approved by FSRA has requirements very similar to those of SROs
September 2, 2022

Research and Markets
Record overvaluation in U.S. housing market
Prices have yet to respond to rising mortgage rates, Moody's reports
September 2, 2022

Industry News
How not to end an advisor partnership
A dispute among high-performing financial advisors demonstrates the importance of a clear departure agreement
September 2, 2022

Tashia Batstone
Building a financial planning workforce for the future
It’s time to talk about attracting new talent to the profession
September 2, 2022

From the Regulators
Ex-fund rep sanctioned for failing to cooperate
SRO sought to investigate after compliance review discovered pre-signed forms
September 1, 2022

Industry News
Banks adjust prime rates after BoC hikes again
The Bank of Canada said interest rates will need to rise further to bring inflation down to its 2% target
September 7, 2022

From the Regulators
Insurance regulators start consultation on banning upfront commissions
September 8, 2022

From the Regulators
DIY investors the most financially literate, finds OSC study
September 7, 2022


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