Investment Executive AM newsletter

Tuesday March 16, 2021
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Research and Markets
Debt, retirement woes weigh on small businesses
The pandemic's challenges have implications for financial planning
March 15, 2021

Industry News
RF Capital dismisses Canaccord's $367-million takeover offer
The proposal isn't in the best interests of the company's shareholders, advisors and clients, the firm said
March 15, 2021

Research and Markets
CREA expects record home sales this year as market remains strong
The national average home price in February was a record $678,091
March 15, 2021

Industry News
CI acquires Atlanta-based RIA Brightworth
Firm manages US$4.7 billion for HNW clients
March 15, 2021

From the Regulators
SEC calls for input on climate-risk disclosure
Voluntary disclosures from public companies aren't adequate, SEC acting chair Herren Lee says
March 15, 2021

Research and Markets
New challenge for the Powell Fed: A strengthening economy
A robust recovery later this year could accelerate inflation and send long-term rates surging
March 15, 2021

Industry News
CFA Institute launches ESG credential globally
March 15, 2021

Products
IG Wealth expands offerings for HNW investors
March 15, 2021

Partners’ Place

Appointment Notices
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