September 20, 2021
« Back to Issue ArchiveDownload Issue View Digital Edition
Available to subscribers only
Featured News
Sharing the student debt load
The freeze on student loans has been a financial lifeline for many. That hasn’t been lost on employers, who are juicing up benefits.
CI Financial sets up US headquarters in Miami
The Toronto-based RIA aggregator is making a bigger commitment to the U.S. wealth management market.
Schwab hit with class-action complaint over cash sweeps
The complaint alleges Charles Schwab violated its fiduciary duty by placing its own interest before the protection of its customers.
ESG loyalty will be tested as performance starts to lag
A report shows that the ESG investment category 'got lucky' by benefiting from high-profile climate disasters.
How inflation affects Social Security, Medicare and taxes
Higher benefits resulting from a cost-of-living adjustment could be offset by bigger Medicare premiums and larger tax bills.