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Investment Executive February 2021

February 2021

News

Industry is pushing back against the private member’s bill

What the government intends to do with the proposals remains unclear

Proposals include prohibitions on misleading statements

Mutual fund families that bought bargains performed well in 2020

Building Your Business

Dan Wynnyk, senior vice-president and investment advisor with the Waterfront Group, helps many of his wealthy clients give to charity

Financial services firms are using AI to create smart trading platforms and identify client needs

The government has proposed automated returns for simple tax situations

There are many online tools, but which ones are best suited to you and your clients?

If you rushed into working from home, your systems may be vulnerable

Clients may prefer communicating via texts, but be careful about the information you exchange

Focus on Products

Low interest rates have made some corporate bonds and emerging markets more attractive

Despite a study that found specialty ETFs generate “negative alpha,” many funds have posted strong returns

Portfolio managers expect volatility to dwindle as cryptocurrency matures as an asset class

Comment & Insight

Editorial: The challenge for regulators is to find a way to police misinformation in an online world

A spring election victory seems likely, but the one after could be tough