Investment Executive AM newsletter

Monday June 09, 2025
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Ellen Bessner
7 ways to build your book with Millennials and Gen Z
Use this uncertain time to shine brightly with young clients and prospects
June 7, 2025

From the Regulators
Canadian regs join global finfluencer sweep
Finfluencers warned, charged, over unregistered activity
June 6, 2025

Products
No TFSA info in CRA portals? No problem, advisors say
Financial advisors’ groundwork informs account decisions and helps avoid overcontributions
June 6, 2025

Research and Markets
Easing capital rules a negative for big U.S. banks
Tweaking leverage ratio would reduce banks' capital, but boost U.S. Treasury liquidity
June 6, 2025

From the Regulators
FCA looks to lift ban on crypto ETNs
Regulators propose to ease retail investor access to crypto products
June 6, 2025


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