Investment Executive AM newsletter

Friday March 25, 2022
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From the Regulators
Grant Vingoe named OSC's CEO
Timothy Moseley has been nominated as chief adjudicator for the commission's new Capital Markets Tribunal
March 24, 2022

Industry News
Thematic funds "exploded" in Canada last year
Longer-term performance and fund size remain challenges, a report from Morningstar says
March 24, 2022

From the Regulators
Tax reminders for clients who bought, renovated or sold homes in 2021
CRA outlined credits, rebates and reporting requirements
March 24, 2022

People
Executive moves this week
There were multiple moves in the wealth management space, including top-tier promotions at Wellington-Altus
March 24, 2022

Building Your Business
New skills for a “new normal”
Advisors will need to adjust their practices to meet the future needs of clients
March 21, 2022

From the Regulators
IIROC issues investor alert about crypto platform
Ontario Invest's website falsely claimed the firm was IIROC-regulated
March 24, 2022

Research and Markets
Investors sunk over US$1 trillion into private markets in 2021: McKinsey
March 24, 2022

From the Regulators
Standards bodies agree to collaborate on sustainability disclosures
March 24, 2022


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