Budget measures force donors to revisit estate plans
Changes to capital gains inclusion rate, AMT require updated strategy
- By: Michael McKiernan
- May 31, 2024 June 4, 2024
- 14:15
Latest news in News
OSC has conflicts of interest in its crosshairs
Newsmaker: CEO Grant Vingoe also wants to see binding decision-making authority for OBSI
- By: Melissa Shin
- May 13, 2024 May 14, 2024
- 00:10
Short-selling consultation comes up short
Reaction to CIRO’s proposed changes is sharply divided
- By: James Langton
- May 13, 2024 May 9, 2024
- 00:10
Crypto: Only for alt funds?
Industry pushes back on proposed restrictions on crypto holdings
- By: James Langton
- May 13, 2024 May 9, 2024
- 00:08
Seg funds struggled through another difficult year
Segregated Fund Families ranking shows active management paid off in fixed income, and tech gains dominated equities returns
- By: Catherine Harris
- March 11, 2024 March 18, 2024
- 00:12
New COO tackles ambitious goals
Newsmaker: With Dave Kelly as chief operating officer, Richardson Wealth aims to reach $100 billion in AUA and 50% women advisors over the next few…
- By: Melissa Shin
- March 11, 2024 March 11, 2024
- 00:07
FSRA’s proposed guidance on life agent suitability a good first step
Industry and advocates say more work is needed
- By: James Langton
- March 11, 2024 March 7, 2024
- 00:04
Why advisor E&O insurance premiums are rising
A slower economy, inflation, higher legal fees contribute to increased rates
- By: Jonathan Got
- March 11, 2024 March 7, 2024
- 00:01
Binding dispute resolution a bitter pill for industry to swallow
CSA’s proposal to empower OBSI elicits wave of criticism
- By: James Langton
- March 11, 2024 March 7, 2024
- 00:00
Budget 2024: Looking for direction
The federal government will table the budget on April 16. Meanwhile, key tax issues, such as the AMT, have yet to be resolved
- By: Rudy Mezzetta
- March 4, 2024 March 11, 2024
- 00:03
The good and the bad of MGA tech support for advisors
Some advisors reported challenges when MGAs were intermediaries and required to coordinate with large insurers
- By: Jonathan Got, Katie Keir
- February 12, 2024 February 9, 2024
- 00:15
Are insurance advisors paid properly?
Advisors are generally satisfied with their pay, but some are questioning industry standards of compensation
- By: Katie Keir
- February 12, 2024 February 9, 2024
- 00:13
Insurance advisors generally satisfied with support from carriers, agencies
Some areas, such as tax and estate planning, showed room for improvement
- By: Emily Fox
- February 12, 2024 February 9, 2024
- 00:12
Insurance Advisor Report: How we did it
Through a new web survey, insurance advisors across Canada shared their working experiences
- By: IE Staff
- February 12, 2024 February 9, 2024
- 00:11
Mutual fund families overcame another challenging year
The top-performing families employed a variety of asset management strategies
- By: Catherine Harris
- February 12, 2024 February 8, 2024
- 00:06
How to handle cryptocurrency on tax returns
Tax experts suggest erring on the side of caution
- By: Rudy Mezzetta
- February 12, 2024 February 8, 2024
- 00:05
Orgs push back on more latitude for fund dealers
CIRO faces opposition on proposals covering managed accounts and temporary discretionary accounts
- By: James Langton
- February 12, 2024 February 8, 2024
- 00:04
CIRO rule book harmonization faces backlash
Stakeholders are concerned about cost, complexity and lack of imagination
- By: James Langton
- February 12, 2024 February 8, 2024
- 00:01
Tepid economic growth forecast for 2024
With inflation down a lot, economists foresee the BoC cutting rates four to six times
- By: Catherine Harris
- February 12, 2024 February 8, 2024
- 00:00
Adding structure to the ETF business
Newsmaker: After more than two decades trading derivatives, Sara Petrcich is BMO GAM’s head of ETFs and structured solutions
- By: Mark Burgess
- December 11, 2023 December 14, 2023
- 00:13
CSA moves forward with binding dispute resolution
Proposals seek to eliminate lowball settlements
- By: James Langton
- December 11, 2023 December 7, 2023
- 00:12
Mutual Fund Managers of the Year take the team approach
Long-watched themes paid out big this year for Rob Cavallo and Marcello Montanari, joint managers of the RBC Life Science & Technology Fund
- By: Allan Janssen
- December 11, 2023 December 8, 2023
- 00:05
Investor advocates take stock of progress
Focus turns to advisor titles and CFR compliance
- By: James Langton
- December 11, 2023 December 7, 2023
- 00:03
Expanded trust reporting arrives with temporary relief for bare trusts
Clients should be prepared for new obligations
- By: Rudy Mezzetta
- December 1, 2023 December 5, 2023
- 16:39
CRA’s 10% interest rate on overdue tax raises risks
Proposed legislation extends reassessment period
- By: Rudy Mezzetta
- November 13, 2023 November 13, 2023
- 00:09