Investment Executive AM newsletter

Thursday November 28, 2019
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Industry News
Younger TFSA holders need to keep an eye on contribution limits
Canadians are advised to keep track of their TFSA withdrawals and contributions themselves
November 27, 2019

Industry News
Wellington-Altus continues growth with addition of Cresco Wealth Management
Cresco, previously part of Scotia Wealth Management, represents the largest book of business to join the independent advisory firm
November 27, 2019

Industry News
North American banks face $88B hit in payments revenue: Accenture
Competition from non-banks will cut into margins, a report says
November 27, 2019

Industry News
CI Financial acquires majority stake in U.S. firm
The move marks the first step in the Toronto-based company’s U.S. expansion
November 27, 2019

Industry News
2020 TFSA limit announced
Contribution room accumulates beginning in the year in which a person turns 18
November 27, 2019

From the Regulators
U.S. hedge fund exec gets jail time in US$100 million mismarking scheme
The former CEO was given a 50-month sentence after inflating funds' net asset value
November 27, 2019

Building Your Business
Senate committee examines DAFs
November 1, 2019

Appointment Notices
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