Investment Executive AM newsletter

Tuesday March 01, 2022
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Research and Markets
What advisors are telling clients about Russia-Ukraine conflict
Clients with cash may consider "selectively" buying the dip, but advisors warn against market timing
February 28, 2022

Research and Markets
Risks abound but global economy stabilizing: Moody's
Easing pandemic restrictions and healthy balance sheets underpin the recovery
February 28, 2022

David Reeve
How leveraging tech supports advisors’ books
Client attrition trends and regulatory reform demand digital adoption
February 28, 2022

Research and Markets
With little Russian exposure, volatility the bigger threat for funds
Some European funds suspended redemptions amid a liquidity crunch, Fitch reports
February 28, 2022

Industry News
TD buying U.S. bank First Horizon for US$13.4 billion
Scotiabank also said Monday it's increasing its stake in its Chilean unit in a $1.3-billion deal
February 28, 2022

From the Regulators
"Adviser" instead of "advisor" won't fly with FSRA
Regulator sets out guidance for regulating titles and credential providers
February 28, 2022

Building Your Business
Smart technology to improve your practice
February 22, 2022

Research and Markets
Balance of payments sees first surplus since financial crisis
February 28, 2022


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