Investment Executive PM newsletter

Monday May 15, 2023
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From the Regulators
Advisor chargebacks need robust controls, regulators say
Insurance regulators promised new guidance on upfront compensation structures
May 15, 2023

Research and Markets
Canadian home sales up 11.3% from March to April
The year-over-year sales decline was markedly smaller than the drops reported in recent months
May 15, 2023

Research and Markets
Reduced bank deposits are both cause and effect of weaker lending activity, report says
Companies paying down debt also reduce their deposits and outstanding loans, according to CIBC
May 15, 2023

Research and Markets
Europe's economic outlook brightens a little after avoiding recession
Inflation and U.S. bank turmoil still pose challenges
May 15, 2023

Comment & Insight
Total cost reporting will be worth the wait
Editorial: Giving firms ample time to make the necessary system changes is worth the frustration
May 1, 2023

Building Your Business
Ensure your successful practice is also a sustainable business
Creating an organization chart can help you identify ways to put your practice in growth mode
May 8, 2023

Insurance Guide
Are rules governing seg fund sales adequate?
May 8, 2023

From the Regulators
Rep used fake account, loans to steal from client
May 12, 2023

Brand Knowledge

Croesus Vidia brings investment information to life
By: Croesus


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