Investment Executive Weekly newsletter

Week of May 28, 2022
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Industry News
CRA clarifies tax treatment of settlement payments related to RRSPs, other plans
In an income tax folio, the Canada Revenue Agency clarified its position on settlement amounts and registered plans
May 24, 2022

Susan Silma
Younger Canadians want to work with advisors, but on their own terms
Use these tips to meet their expectations
May 25, 2022

Brokerage Report Card
Brokerage Report Card 2022 main chart
How investment advisors rated their firms' performance
May 16, 2022

People
New CEO for Manulife Canada
Naveed Irshad will succeed Michael Doughty
May 25, 2022

From the Regulators
Former rep fined, banned for misappropriated client money
MFDA alleged over $300,000 was taken through early GIC redemptions, withdrawals
May 19, 2022

People
Industry moves this week
A roundup of the latest advisor and executive moves
May 20, 2022

From the Regulators
OSC panel dismisses fund rep's insider trading allegation
May 26, 2022

From the Regulators
SEC sanctions mutual fund greenwashing
May 24, 2022


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