Investment Executive AM newsletter

Thursday January 19, 2023
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Jamie Golombek
Bad advice results in TFSA tax penalties
Client overcontributed, had income below basic personal amount
January 18, 2023

From the Regulators
Court sides with firm in dispute over advisor-managed funds
Rep sought to bring funds she managed for clients to new business
January 18, 2023

Industry News
Deadline looms for prescribed rate loans
Clients who miss interest payment deadline risk losing an income-splitting opportunity
January 18, 2023

Research and Markets
Outlook for life insurers remains stable: DBRS Morningstar
Rising interest rates should boost life insurers’ portfolios in the longer term
January 18, 2023

Research and Markets
Raw material prices pull back in December: StatsCan
Energy prices lead decline, while lumber and metals drop too
January 18, 2023

Research and Markets
Corporate credit conditions deteriorating in Europe
Growing macroeconomic headwinds weighing on credit outlooks, Fitch says
January 18, 2023

From the Regulators
Rate hikes have begun to quell U.S. inflation: Fed's Mester
January 18, 2023

Industry News
Pension funds improving on climate but still falling short: report
January 18, 2023


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