Investment Executive Weekly newsletter

Week of October 24, 2020
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Ellen Bessner
Should you be penalized for being prudent with clients’ portfolios?
Sometimes it’s suitable for your clients’ investments to be less risky than their maximum risk tolerance
October 16, 2020

From the Regulators
IIROC panel overstepped on sanctions, ASC finds
Commission cuts fine, suspension imposed on rep
October 19, 2020

Industry News
Top Canadian hedge fund returns 16% over 10 years
Alternative IQ hosted its annual awards for the industry on Tuesday
October 21, 2020

Research and Markets
Change is coming in 2021 for wealth management: Forrester
Technology can help firms and advisors meet changing client expectations
October 22, 2020

Industry News
Comparing personal taxes based on the U.S. election's outcome
Biden is campaigning on making the wealthy pay more
October 21, 2020

From the Regulators
CLHIA questions Ontario's proposed advisor title standards
Trade group says LLQP should be enough to qualify as an advisor
October 19, 2020

Research and Markets
Recovery, when it comes, should be quick: CIBC economist
October 21, 2020

Industry News
CI closes deal for majority stake in Aligned Capital
October 20, 2020

Special Reports
Special Report on Taxes 2020
The pandemic has thrown a wrench in planning for the 2020 tax year, but you can help guide your clients through these challenging times.
09 October 2020

Appointment Notices
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