Investment Executive PM newsletter

Monday June 08, 2020
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Research and Markets
Lessons from advisors on discussing responsible investing
Advisors presented best practices for engaging clients during an RIA virtual panel
June 8, 2020

Industry News
Firms ramp up recruiting push
Covid-19 hasn’t thwarted wealth management firms’ efforts to attract new talent
June 8, 2020

Jamie Golombek
Help your clients plan for tax owing on CERB payments
Payments must be reported as income for the 2020 tax year
June 5, 2020

Research and Markets
Are investors too optimistic about equities?
The S&P 500 is up more than 13% in the last year despite ongoing economic uncertainty
June 8, 2020

Research and Markets
Covid-19 may be worsening income inequality, StatsCan finds
High earners more likely to be in jobs that can be done remotely
June 8, 2020

From the Regulators
E-signatures prevent pre-signed forms, but pose other risks
MFDA issues revised guidance on the use of electronic signatures
June 8, 2020

Research and Markets
Housing starts weaker in May, excluding Quebec
June 8, 2020

Research and Markets
Expect extended recovery following current U.S. recession
June 8, 2020

Partners’ Place

Appointment Notices
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