Investment Executive’s Canada Life AM

Wednesday October 05, 2022

Industry News
Which of your fees are exempt from sales tax?
Advisors must navigate a series of complicated excise tax rules to ensure they are charging clients correctly
October 4, 2022

Equities
Dividend payers looking good as value starts to outshine growth stocks
Adam Rivers of Mackenzie Investments says with lower price return expectations, dividends could represent 70% to 100% of an equity investor’s returns
October 4, 2022

Research and Markets
Burden of rising rates, inflation not shared equally
Declining wealth is likely to weigh more heavily in regions with higher debt loads, report says
October 4, 2022

Industry News
RBC buys MDBilling.ca in latest health-care push
Competition in the space picked up in 2018 after Scotiabank acquired MD Financial Management
October 4, 2022

From the Regulators
UBS sanctioned for short-selling violations
FINRA fined the firm for long-standing compliance issues
October 4, 2022

Industry News
Asking the right questions with clients
Including clients in a solution will strengthen relationships
October 4, 2022

Research and Markets
Quarter of Canadians looking to cash out investments, survey finds
Lower- and middle-income clients, as well as older ones, were more likely to want to sell
October 4, 2022

Research and Markets
Inflation high but not rising in OECD
October 4, 2022

Industry News
HSBC considering potential sale of Canadian business
October 4, 2022


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