Investment Executive AM newsletter

Thursday March 24, 2022
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Jamie Golombek
Help clients prep for tax filing
Keep these 5 items in mind this season
March 23, 2022

From the Regulators
Ontario's title protection regime gets ministerial approval
The rules come into force on March 28
March 23, 2022

Building Your Business
Tech test: How innovative is your practice?
Are you on the leading edge of technology or is your business falling behind? Take the quiz
March 21, 2022

Building Your Business
Minimizing bias when working with clients
Assumptions based on gender, age, race and socioeconomic background can affect the way you assess clients’ goals
March 21, 2022

Products
Net sales up for mutual funds but down for ETFs in February: IFIC
ETF assets were flat and mutual fund assets fell, according to IFIC's monthly report
March 23, 2022

Research and Markets
Why Canadian income rose during Covid
New StatsCan data shows government transfers to people doubled in 2020 to an average of $16,400
March 23, 2022

Research and Markets
These four investor cohorts seek alts with social purpose, cultural cachet
March 23, 2022

From the Regulators
Powell: Digital currencies will require new regulations
March 23, 2022


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