Investment Executive March 2019 front cover

March 2019

News

Regulator plans to study the effects of curbing trading venues’ fee/rebate structures

Supreme Court makes decision in Henson trust case

IAP wants regulatory sanctions against individuals to apply across regional and industry jurisdictions

Gap between independent and bank channels could be more perception than reality, however

AUM dropped in 2018, thanks to flagging markets

Central bankers seek to steady markets as deficits rise and trade frictions escalate

Technology is important, but understanding client needs begins with advisors, says Jeff Macoun

Building Your Business

Clients often feel unimportant because of advisors' failure to manage the experience

Now that the contribution deadline has passed, this is a good time to review your clients' changing needs

Problems such as depression and addiction can affect a client's ability to make financial decisions

A varied, international education gives Ahilan Balachandran a unique perspective on financial services

Digital investment platforms, no longer the threat they once appeared to be, are being embraced by some advisors as key elements of their service. These…

Focus on Products

Canadian dividend and equity income funds don't always favour go-to sectors

The deferred sales charge structure was created to preserve generous commissions for mutual fund sales

Comment & Insight

The SNC-Lavalin affair deserves a royal commission, but not for the reason most people would expect