Investment Executive AM newsletter

Monday November 28, 2022
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Jamie Golombek
Foreign exchange can throw off your tax-loss selling plans
A client example illustrates the importance of currency calculations
November 25, 2022

From the Regulators
FSRA proposes DSC ban for seg funds
Proposal would eliminate regulatory arbitrage between seg funds and mutual funds
November 25, 2022

Industry News
Leveraging technology to serve your clients
Advisors face a host of challenges integrating new tech
November 25, 2022

Research and Markets
Wealth managers under pressure in 2023: Fitch
Both asset values and client flows could be challenged in year ahead
November 25, 2022

Industry News
Credit unions up their game in wealth management
The state of play of advisory, investment services from co-operatives, credit unions
November 25, 2022

Industry News
Federal government posts $1.7-billion surplus for April to September period
Compared to the same period in the previous fiscal year, government revenues were up 18.6%
November 25, 2022

Products
What's new in investment products
NBI launched international equity funds while CIBC released a fixed-income alt
November 25, 2022

Industry News
Alberta projects $12.3B surplus in latest fiscal update
November 25, 2022

Industry News
Cross-selling opportunities prompt P&C brokerages to buy advisors
November 25, 2022

Paid Content

Grandmother happily laughing with grandchildren.

How can clients balance inflation vs. the cost of life insurance?
Rising inflation can impact cash flows for many Canadians, as well as the affordability of life insurance. It’s at such times that Advisors may need to offer creative solutions to meet their clients’ insurance needs—while still effectively managing their finances.


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