Investment Executive AM newsletter

Monday April 10, 2023
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From the Regulators
Liberal tax promise tracker, post-budget edition
Here’s the status of tax proposals that matter to your clients
April 5, 2023

Client Communications
How financial advisors dealt with the SVB collapse
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
March 17, 2023

Research and Markets
Unemployment stubbornly low, OECD reports
Jobless rates remain near record lows amid still-tight labour markets
March 14, 2023

Industry News
Are bank boards meeting their racial justice pledges?
Half of the Big Six have committed to racial equity audits in response to engagement from activist shareholders
March 14, 2023

Special Report on Taxes
CRA raises late-payment penalties
Thanks to higher interest rates, charges on overdue payments will soon rise to 9%. Tax specialists offer strategies to help clients minimize costs
March 13, 2023

Industry News
Canaccord files for exemptive relief regarding directors' circular
The firm is asking regulators for more time after reconstituting a special committee evaluating management's takeover bid
March 23, 2023

Products
Wealthsimple launching private credit fund with Sagard
Only certain investors will have access to the fund, which comes with redemption limits and performance fees
March 22, 2023

Industry News
Fed criticized for missing red flags before bank collapse
March 14, 2023

Research and Markets
Anti-greenwashing efforts carry cost, risk for fundcos
March 10, 2023


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