Investment Executive Weekly newsletter

Week of May 22, 2021
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Jamie Golombek
Help clients avoid TFSA overcontributions
Your clients may want to check their junk mail folder for correspondence from the CRA
May 14, 2021

Brokerage Report Card
BRC firms and advisors roar back
Despite a tumultuous 2020, most firms received positive ratings from their advisors in this year’s Report Card
May 17, 2021

Susan Silma
How well do you know the products you recommend?
New KYP requirements put the spotlight on firm and advisor product knowledge
May 19, 2021

Research and Markets
Brokerage advisors sound off
Respondents to the 2021 Brokerage Report Card had plenty to say about their firms’ performance over the past year
May 17, 2021

Brokerage Report Card
Brokerage Report Card 2021 main chart
How investment advisors rated their firms
May 17, 2021

News
Regulators target “greenwashed” products
The ESG investing space has become increasingly susceptible to marketing hype
May 17, 2021

Research and Markets
Closing Canada's "tax gap" would raise about $3 billion: report
May 18, 2021

Brokerage Report Card
Book sizes increase despite turbulent year
May 17, 2021

Brokerage Report Card

Report Cards
Brokerage Report Card 2021
Most firms in this year’s Brokerage Report Card emerged from the market plunge of March 2020 in a position of strength. Advisors reported their books of business grew.
17 May 2021

Partners’ Place

Appointment Notices
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