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Week of September 25, 2021
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Industry News
4% rule is no longer an ideal retirement strategy, Milevsky says
The York University professor laid out his concerns at an event this week
September 22, 2021

Industry News
What another Liberal minority means for clients
A re-elected Liberal government could go after bank profits and move ahead with taxes on the wealthy
September 21, 2021

Industry News
Liberals may be more open to NDP tax proposals in new Parliament, experts say
Advisors will be watching for taxes targeting high earners, capital gains and wealth inequality
September 22, 2021

Industry News
How advisors are responding to the pandemic election results
Clients' concerns range from broad social and fiscal spending to potential tax changes
September 22, 2021

News
Client ID proposal raises industry ire
The IIAC suggests regulators pay for system changes
September 20, 2021

Industry News
Not all banks are cutting new purchases of third-party funds
CWB and Meridian will continue to offer outside products
September 16, 2021

People
Joanna Rotenberg heading to Fidelity
The former BMO wealth management head will start her new role in November
September 20, 2021

News
More protection for bank customers coming next year
The reform addresses concerns regarding retail sales tactics
September 20, 2021

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