Home Newspaper January 2022

January 2022

Focus on Products

New funds hold several big names found in broad U.S. stock indexes

Clients with windfalls need to diversify and mitigate risk

News

Institutions respond to tied selling allegations

Critics are concerned reform initiatives will become unmanageable

Inflation is expected to remain higher than targeted

Philip Petursson says central banks are behind the curve as he helps advisors position portfolios

How to prepare for the biggest potential risks to your client’s portfolios

Several major initiatives could launch this year

We list the top marginal tax rates in Canada for 2022

CI’s CEO says firm is still in the early stage of its new strategy

Only two of 42 companies reported losses in Investment Executive's Profit Survey

Comment & Insight

There’s more to the recent disaster in southwestern B.C. than nature gone wild. People played a major role

Editorial: Now, they need to ensure it’s done right.

Building Your Business

Effective communication, whether digital or in person, remains key to strong client/advisor relationships

In order to assess the value of your business, you must look beyond AUM, revenue and expenses