Investment Executive’s Canada Life PM

Wednesday October 19, 2022

Industry News
CFA Institute proposes framework for ethical AI
AI can improve investment management, but it comes with new risks
October 19, 2022

Research and Markets
When to talk about permanent insurance during estate planning
Going beyond investments with clients remains a good way to add value, particularly in down markets
October 19, 2022

Research and Markets
OSC survey reveals Canadians' limited knowledge of cryptocurrency
Almost one in three said they plan to buy cryptoassets in the next 12 months
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

Advisors’ Report Card
Advisors laud firms’ diversity efforts
Survey respondents cite positive DE&I initiatives, but admit there's room for improvement
October 11, 2022

Industry News
Watching for the turning point in a volatile market
October 18, 2022

Advisors’ Report Card
Advisors’ books continue to expand
October 11, 2022


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