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Investment Executive September 2019

September 2019

News

Industry asks the regulator for greater clarity on a proposal that would allow mutual fund reps to perform limited discretionary portfolio management

BoC report states climate change is a threat to the economy

With the price of real estate skyrocketing, Ottawa is concerned that Canadians are accessing the PRE inappropriately

Rowena Chan brings 30 years of experience and a degree in sociology to her role as president of Sun Life Financial Distributors

The Dept. of Finance releases draft legislation concerning the "allocation to redeemers" methodology and extends the capital gains-related timeline for ETFs

Companies in B.C collectively raised $19.1 billion in 2018, which is 27% more than in the previous year, according to a BCSC report

Manulife Financial is looking to streamline, innovate and expand

Negative rates have already hit Germany. Could below-zero rates come to Canada?

Report Card on Banks

A look at where institutions' support shines and where it slips

The banks' top producers significantly outperformed their colleagues

For more than five years, these categories have had the highest satisfaction gaps - and those gaps are growing

As banks invest in software and training, advisors wait for the payoff

The Report Card's product-focused categories remain important to advisors

Report Card on Bank respondents were vocal about the value of these products

Respondents' satisfaction linked to bank's compensation structure

As clients demand more, these planners may need additional support

Building Your Business

Clients in their 40s and early 50s would rather enjoy life today than plan for tomorrow. Understanding their attitudes and needs can help you point…

To work more efficiently, focus on courting prospective clients who meet your criteria

Kevin Cork was pursuing a career as an actor when he was "bitten by the financial planning bug"

A network-attached storage device on your own premises can keep your data safe. But you must configure it properly

As the population ages and the proportion of Canadians with a disability increases, an accessible practice is simply good business

Focus on Products

Easing of monetary policies could stimulate economic growth, alleviating downward pressure from geopolitics

The billable hour model is not appropriate for advisors who integrate financial planning and investment management

Comment & Insight

Smaller and "mass market" investors receive little in return for the money they pay for financial advice

Whoever wins the next federal election will have to deal with environmental issues