Investment Executive Weekly newsletter

Week of November 27, 2021
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News
Sun Life clients get access to independent life agents
Move sparks discussion about captive model and compensation
November 22, 2021

Timing is everything when it comes to government benefits
Decisions on when to collect CPP benefits and to convert RRSPs can have a profound effect on clients' retirement income
November 22, 2021

From the Regulators
Ontario calls for action on shelf space shrinkage
The Ontario government has asked the OSC to review banks' fund lineups, tied selling
November 23, 2021

From the Regulators
Quadrus settles with MFDA over lapses in sales practices
Incentive structure favoured in-house funds over third-party funds, regulator found
November 24, 2021

David Reeve
Advisors require tech as pre-trade obligations grow
Firms that deliver on digital documentation and disclosure will reduce audit risk
November 19, 2021

Products
A primer on tax and cryptocurrencies in Canada
Whether earnings from crypto are considered business income or a capital gain depends on the holder’s behaviour
November 25, 2021

From the Regulators
BFI fund audits withdrawn
November 25, 2021

News
OBSI under the microscope, again
November 22, 2021


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