Investment Executive AM newsletter

Tuesday October 27, 2020
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Research and Markets
Clients' priorities are shifting. Are you ready?
Advisors may need to review financial plans more as the pandemic forces clients' priorities to change
October 26, 2020

From the Regulators
Fund dealers focus on middle-class investors
The average client has $75,000 in assets and is saving for retirement, an MFDA report says
October 26, 2020

Research and Markets
Time for BoC to pull back on QE, NBF suggests
The Bank of Canada is overdoing the federal bond buying, a report says
October 26, 2020

From the Regulators
Federal study details workers hit hardest by tax, benefit system for extra earnings
The findings could help guide federal efforts as the Liberals attempt to massage taxes and pandemic-related benefits
October 26, 2020

Research and Markets
Sun Life deal for U.S. fund manager a win: Moody's
The transaction is strategic without creating undue reliance on markets
October 26, 2020

Industry News
Federal budget update won't have fiscal anchor, PM says
Trudeau said it would be premature to lock in a spending anchor while the country is still dealing with the pandemic
October 26, 2020

From the Regulators
Ontario to release budget next month
October 26, 2020

Industry News
Government help during Covid-19: a summary
December 22, 2020

Appointment Notices
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