Investment Executive’s Canada Life AM

Wednesday October 19, 2022

Ellen Bessner
Questions to assess the best kept secret about KYC
Advisors must show that clients understood an investment and its risks
October 18, 2022

Economy
Capital losses may play outsized role this tax season
The director of tax and estate planning for Canada Life says financial advisors need to work closely with clients and their accountants to devise the ideal tax strategy
October 18, 2022

Research and Markets
Navigating new economic realities requires active approach
Tying asset allocation to the economic environment can help advisors to manage risk
October 18, 2022

Industry News
Watching for the turning point in a volatile market
All is not lost for the 60-40 portfolio
October 18, 2022

Research and Markets
Global credit risks rise as economic outlook dims
Fitch says accumulating growth challenges threaten credit quality
October 18, 2022

Research and Markets
Foreign investors stock up on Canadian bonds
StatsCan reports surge in foreign buying for August, as Canadian investors trim offshore portfolios
October 18, 2022

Products
What’s new from fund manufacturers
Launches include a long/short equity alt ETF and an innovation fund
October 18, 2022

Industry News
Get ready for rougher waters: First Trust economist
October 18, 2022

From the Regulators
EU energy crisis sparks trading oversight task force
October 18, 2022


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