FHSAs find their footing as more firms launch accounts
Advisors see opportunities as the account grows in popularity
- By: Rudy Mezzetta
- August 18, 2023 August 28, 2023
- 13:00
Latest news in News
SRO proposal highlights investor restitution challenges
Low collection rates and potentially high administration costs raise concern
- By: James Langton
- June 2, 2023 May 31, 2023
- 10:34
Family businesses urged to step up succession
Clients have until end of year to take advantage of looser C-208 rules
- By: Michael McKiernan
- June 2, 2023 June 6, 2023
- 10:33
Global regulators come for crypto
A critical mass of activity shows intent to rein in the industry
- By: James Langton
- June 2, 2023 May 31, 2023
- 10:32
Taking down regulatory silos
The Canadian Investment Regulatory Organization has a lot more work to do, says Andrew Kriegler, inaugural president and CEO
- By: Greg Meckbach
- June 2, 2023 May 31, 2023
- 10:31
Racial equity and the environment becoming bigger proxy issues
Regulators are proposing more extensive disclosure from issuers
- By: James Langton
- May 8, 2023 May 5, 2023
- 00:12
The long road to total cost reporting
Rules take effect for the 2026 reporting year, with clients receiving disclosure in 2027
- By: James Langton
- May 8, 2023 May 8, 2023
- 00:11
A ringside seat to Winnipeg’s business community
A conversation with a stockbroker sparked Brandt Butt’s initial interest in finance
- By: Jeff Buckstein
- May 8, 2023 May 9, 2023
- 00:04
Tougher minimum tax regime poses planning challenge
Wealthy clients who earn capital gains and make large donations will be hit
- By: Rudy Mezzetta
- May 5, 2023 May 8, 2023
- 00:13
Business owners brace for second stage of CPP expansion
In 2023, employers are paying 44.7% more at the top end than in 2018
- By: Rudy Mezzetta
- April 11, 2023 April 11, 2023
- 00:16
Industry pushes back against potential curbs on short-selling
PMAC, IIAC and others weigh in on rules proposed by Ontario’s Capital Markets Modernization Taskforce
- By: James Langton
- April 11, 2023 April 10, 2023
- 00:15
Arbitration program overhaul supported by investors and industry
Review comes as many hope OBSI will undergo its own reforms
- By: James Langton
- April 11, 2023 April 6, 2023
- 00:14
New IFIC head faces a changing regulatory and product landscape
Andy Mitchell, who has headed two dealer firms, takes IFIC’s helm as the industry adjusts to a new SRO and disclosure rules
- By: Greg Meckbach
- April 11, 2023 April 6, 2023
- 00:13
Financial sector can cope with uneasy markets despite lacklustre results
Net income for the firms in the Profit Survey declined by 12% on average
- By: Catherine Harris
- April 11, 2023 April 6, 2023
- 00:12
Industry opposes AMF reforms to complaint handling
Investor advocates aren’t happy with the proposals either
- By: James Langton
- March 13, 2023 March 10, 2023
- 00:14
Industry calls for market data regulation
Critics say current rules disadvantage retail investors and advisors
- By: James Langton
- March 13, 2023 March 10, 2023
- 00:13
Stock picking supports segs in 2022
Doing well last year meant preserving capital and minimizing losses
- By: Catherine Harris
- March 13, 2023 March 10, 2023
- 00:12
Leading the merged protection fund
Toni Ferrari draws on her background in accounting, regulation and compliance to lead the re-formed Canadian Investor Protection Fund
- By: Greg Meckbach
- March 13, 2023 March 13, 2023
- 00:11
Banks could make FHSAs available this spring
The account is set to be a planning powerhouse for advisors
- By: Rudy Mezzetta
- March 3, 2023 March 13, 2023
- 12:53
OBSI governance reforms raise big questions
The ombudsman faces mounting criticism from industry and investors alike
- By: James Langton
- February 13, 2023 February 10, 2023
- 00:13
OSC takes heat for what it’s not prioritizing
Product shelves, audit response absent from regulatory agenda
- By: James Langton
- February 13, 2023 February 10, 2023
- 00:12
Mutual fund families emerge from a challenging year
Fund families that used liquid alts and underweighted certain asset classes tended to outperform in 2022
- By: Catherine Harris
- February 13, 2023 February 13, 2023
- 00:11
Who’s leading the Desjardins expansion
Denis Dubois, executive vice-president with Desjardins Group, is on the hunt for independent advisory firms to acquire
- By: Greg Meckbach
- February 13, 2023 February 10, 2023
- 00:10
Sluggish growth and moderate inflation relief predicted for 2023
Interest rates are expected to remain at or above 4% in both Canada and the U.S.
- By: Catherine Harris
- February 13, 2023 February 10, 2023
- 00:09
Feds’ new underused housing tax won’t just affect foreign owners
Clients may not know they’re obligated to file, and there is no cap on penalties for late filing if taxes are owed
- By: Rudy Mezzetta
- February 3, 2023 March 28, 2023
- 14:16