Investment Executive Weekly newsletter

Week of July 12, 2025
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Kevin Press
Three ways to help DIY investors help themselves
Do-it-yourself investing has risen sharply in the last decade and a half — blame gamification
July 11, 2025

From the Regulators
Bank reps under pressure to sell: OSC and CIRO
Research "showed a statistically significant association" between sales pressure and recommendations not in client interests
July 9, 2025

Products
U.S. withholding taxes demand careful ETF recommendations
Clients dodged a bullet when Section 899 was pulled from Trump’s tax bill — but they still must tread carefully
July 9, 2025

Industry News
Majority of clients have concerns about their financial advisor’s succession: study
Market volatility, state of economy causing some independent advisors to delay their succession plans
July 8, 2025

From the Regulators
CIRO tackles the dreaded account transfer problem
SRO proposes rule changes, calls for an industry-wide technological solution
July 10, 2025


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