Investment Executive AM newsletter

Tuesday June 15, 2021
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Industry News
As housing prices soar, advisors are adjusting their strategies
Some young clients fear missing out, while older ones may be sitting on unexpected gold mines
June 14, 2021

Industry News
Budget proposal will mean "big change" for CRA audits, lawyer says
A speaker at the 2021 STEP conference warns that CRA auditors could soon have greater authority to require individuals to answer questions
June 14, 2021

From the Regulators
SEC faces backlash as it lays out regulatory agenda
Critics question plans to unwind Trump-era rules
June 14, 2021

Products
Sun Life raises limit for non-medical life insurance coverage to $5 million
Some insurers have struggled to sell products to younger consumers accustomed to online purchases
June 14, 2021

From the Regulators
Regulators target fund fee disclosure
At a joint meeting, regulators focused on harmonizing total cost reporting for mutual funds and seg funds
June 14, 2021

Products
HSBC, TD to advise feds on green bond issuance
The federal government aims to raise $5 billion for green infrastructure investment
June 14, 2021

People
Richardson Wealth adds VP to oversee growth
June 14, 2021

Research and Markets
Adopting Bitcoin as legal tender a risky move: Moody's
June 14, 2021

Appointment Notices
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