Investment Executive Special Alert

Tuesday September 19, 2023
Financial news you can use
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News
Regulators mull redemption fees for investors who sell during market stress
Fund industry pushes back on reforms to address liquidity issues
September 18, 2023

News
Tighter AMT rules a pain for trusts
Ineligibility for the basic exemption disadvantages commonly used structures
September 8, 2023

News
Dealers thriving in high-rate environment
Interest revenue and fee income have boosted profits
September 18, 2023

Focus on Products
How much home bias is too much?
Two studies examine the right amount of portfolio CanCon
September 18, 2023

News
Guardian CEO adapts with the times
Newsmaker: George Mavroudis has seen his firm expand globally. Now he’s eyeing the retail market
September 18, 2023

Comment & Insight
Alberta delivers big tax break to small donors
New 60% rate for donations below $200 takes effect this year
September 18, 2023

Report Card on Banks

Report Cards
Report Card on Banks 2023
Branch-based advisors and planners said they appreciated certain support offered by their banks, but there's still room for improvement.
17 September 2023


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