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Investment Executive newspaper October 2018 front cover

October 2018

News

New government expresses concern about CSA’s proposals

Coin Capital is focused solely on emerging technologies

Escalation of U.S.-China trade war is a concern of economists

Six in 10 firms reported either higher earnings or positive income compared with a loss in the same quarter last year

Although 21% of clients rated their financial advice as "gold," that level of satisfaction is based on more than returns

CSA proposal would introduce post-trade transparency requirements for trading in government bonds

These ETFs are more likely to outperform, as they can deviate from their benchmarks and exploit market inefficiencies

The pressure on firms to evolve, invest in new technologies and keep up with ever-increasing compliance costs were the key drivers of this trend

The new president of IDC Worldsource Insurance Network is focused on meeting the expanding needs of the MGA's advisors

Building Your Business

Self-employed artists - such as sculptors, painters, musicians and actors - face special financial planning challenges, from retirement planning to taxes

Why do so many advisors postpone making meaningful modifications to the way they work until they begin losing clients? Here are some steps you can…

Peter Merrick has been writing for as long as he has been a financial advisor. The author of four books and hundreds of articles runs…

Early tablets were designed to consume information, not to produce it. Now, vendors are offering up tablets as complete replacements that are able to keep…

Focus on Products

Portfolio managers of precious metals funds hope gold will shine again and prove its value as a portfolio diversifier

Much of the industry's argument for active management focuses on myths while missing the value of professional advice

Although some couples view cohabiting as a way to reduce expenses, their overall wealth may not be enhanced

Comment & Insight

The Trans Mountain Pipeline decision and NAFTA negotiations may lead to major policy changes for Canada