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Wednesday June 12, 2024
Canada Life
Accuracy of private-market valuations a top concern: poll
Research and Markets
Accuracy of private-market valuations a top concern: poll
About 24% of people surveyed said there are substantial problems or even private market failures
June 12, 2024
Firms shouldn’t underestimate advisors’ business needs
Brokerage Report Card
Firms shouldn’t underestimate advisors’ business needs
Offering generic or limited practice-building tools can lead to displeased advisors
June 5, 2024
Interest rate policy in Canada and U.S. set to diverge
Research and Markets
Interest rate policy in Canada and U.S. set to diverge
Bets are now leaning toward a first cut in September in the U.S.
June 12, 2024
Columns
Understand these less familiar estate-related tax returns
Optional returns may reduce or eliminate your client’s taxes
June 12, 2024
Brokerage Report Card
Communication challenges still hamper advisors and firms
Many advisors question how effectively their suggestions are acted upon
June 5, 2024
Industry News
National Bank to buy Canadian Western Bank
June 11, 2024
Research and Markets
U.S. inflation cooled in May
June 12, 2024
desktop
 
Fed’s target of 2% inflation could be years away
Equities
Fed’s target of 2% inflation could be years away
Blerina Uruçi of T. Rowe Price says investors would do well to continue to position portfolios with inflation hedges in mind
June 11, 2024