If you cannot view this e-mail correctly, please click here

 
Tuesday November 30, 2021
Your Daily AM e-newsletter and alerts
Go to website
Research and Markets
Institutional investors willing to ditch holdings over poor ESG
The latest EY Global Institutional Investor Survey also examined how respondents are adopting ESG processes
November 29, 2021
Industry News
Blended families creating demand for tax services across jurisdictions: study
Complex relationships are increasing the risk of litigation
November 29, 2021
Omicron variant a concern, not a calamity: Fitch
Research and Markets
Omicron variant a concern, not a calamity: Fitch
Rising inflation makes policy response trickier
November 29, 2021
From the Regulators
SEC warns about juicing executive pay
The U.S. regulator called out the practice of granting options ahead of good news
November 29, 2021
Research and Markets
Wave of dividend increases and share buybacks expected as banks report
This week's earnings are the first since Canada's banking regulator lifted pandemic restrictions
November 29, 2021

Model portfolios: Inflation protection for senior clients
Two financial advisors suggest portfolios that provide income, tax efficiency and inflation protection for a hypothetical senior client
November 22, 2021
From the Regulators
Credit unions receive boosted conduct standards
FSRA issues guidance on credit unions' market conduct frameworks
November 29, 2021
Practice Management
Tips for advisors starting the succession planning process
November 22, 2021
From the Regulators
OSFI delays final Basel III reforms to Q2 2023
November 29, 2021
desktop