Investment Executive AM newsletter

Tuesday November 15, 2022
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Ellen Bessner
Set your client-advisor relationships up for success
Teach clients to meet you halfway — here’s how
November 14, 2022

From the Regulators
Ex-rep banned, sanctioned $5.9 million
IIROC alleged the rep misappropriated millions from elderly clients
November 14, 2022

Industry News
CRA announces TFSA limit for 2023
Inflation leads to big jump in tax bracket thresholds as well
November 14, 2022

Industry News
Ontario to expand access to small-business tax rate, increase disability and senior payments
The province's fall economic outlook forecasts a deficit of $12.9 billion in this fiscal year
November 14, 2022

Research and Markets
Most retail investors lose on Bitcoin trades: BIS
Investors were lured by rising Bitcoin prices only to suffer trading losses, research finds
November 14, 2022

Industry News
Financing as an option when buying a book of business
Availability of capital is influencing acquisitions
November 14, 2022

Research and Markets
Policymakers must prevent pandemic scars: FSB
Recent economic and financial market developments are exacerbating policy dilemmas
November 14, 2022

From the Regulators
Challenging times require greater transparency
IOSCO calls on issuers and auditors to stay on top of headwinds' effects
November 14, 2022

Research and Markets
FTX fallout stains the crypto sector: Moody's
November 14, 2022

From the Regulators
Slowdown will impact low-income earners most, Macklem says
November 14, 2022


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