Investment Executive Weekly newsletter

Week of November 13, 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

From the Regulators
Former fund industry exec convicted of fraud
Syndicated mortgage firms never invested clients' money, the court found
November 11, 2021

Research and Markets
Adjusting portfolios for rising inflation
In the long run, real stock returns have outpaced inflation around the world
November 8, 2021

Research and Markets
U.S.-based funds set to pay out big year-end distributions: Morningstar
Report suggests investors consider delaying purchases until after distributions are made
November 4, 2021

Industry News
Supreme Court won’t allow appeals from funds seeking to use life insurance for unlimited deposits
Insurers welcome the dismissal
November 4, 2021

From the Regulators
OSFI lets banks off capital leash
Curbs on dividends, buybacks were always intended to be temporary, OSFI says
November 4, 2021

Industry News
B.C. court grants injunction on incoming DTC advisor fee-cap rules
November 5, 2021

News
High-income earners need specialized advice
November 1, 2021


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