Investment Executive AM newsletter

Thursday November 11, 2021
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Jamie Golombek
Rebalancing your client’s portfolio may require a balancing act
Considerations include a potential hike to the capital gains inclusion rate
November 10, 2021

Industry News
FSRA finalizes guidance for pension benefits after marriage breakdown
The Ontario regulator also provided a plain-language guide for plan members and spouses
November 10, 2021

News
Year-end tax tips
Dec. 31 is a significant deadline for many tax strategies
November 1, 2021

Research and Markets
U.S. consumer prices soared 6.2% in past year
The inflation rate was the largest since 1990
November 10, 2021

Industry News
Canaccord reports $61.79 million profit in Q2
The firm reported record M&A revenue
November 9, 2021

Pat Dunwoody
Validate your processes and think “win-win” when it comes to applying CFRs
The CFRs are really about formalizing and documenting processes to prove they’re followed
November 9, 2021

Products
Manulife adds two defensive ETFs
November 10, 2021

Industry News
CI Financial buys US$7.5-billion RIA in Chicago
November 10, 2021


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