Investment Executive Weekly newsletter

Week of November 20, 2021
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Ellen Bessner
“But that’s what the client wanted”
Don’t fall for clients’ demands for unsuitable investments
November 15, 2021

From the Regulators
TFSA limit for 2022 released
Find out how much clients can contribute
November 17, 2021

Products
Banks' product shelf restrictions face scrutiny at Advocis event
OSC head expressed concern about banks' response to the client-focused reforms
November 17, 2021

Research and Markets
Too few Canadians have or understand in-depth financial plans: study
Only one-third of those polled felt they knew "a lot" about what a financial plan is
November 12, 2021

Research and Markets
DP pools should be available to more retiring Canadians, report says
Today's retirees need more decumulation options, the report argues
November 16, 2021

Industry News
Fidelity launches new crypto service, funds
New venture allows brokers, portfolio managers and funds to trade crypto with an IIROC-regulated firm
November 17, 2021

From the Regulators
New SRO by end of 2022, CSA pledges
November 18, 2021

From the Regulators
FSRA title regime to include "best interest" provision
November 15, 2021


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