After FTX, is crypto as an investment dead?
Several recent failures in the market have eroded investor trust
- By: Rudy Mezzetta
- December 12, 2022 December 12, 2022
- 00:31
Latest news in News
New SRO era dawns with many blanks left to fill in
The Canadian regulatory landscape will be fundamentally altered in 2023
- By: James Langton
- December 12, 2022 December 12, 2022
- 00:21
Making a case for “no frills” investment advice
Canada could learn from a U.K. proposal
- By: James Langton
- December 12, 2022 December 12, 2022
- 00:20
Outlook 2023: Sluggish growth and volatile markets
Investors may experience more pain, at least in the first half
- By: Catherine Harris
- December 12, 2022 December 12, 2022
- 00:18
A contrarian approach to markets
Mutual Fund Manager of the Year HyunHo Sohn built a career out of finding companies the market has underestimated
- By: Allan Janssen
- December 12, 2022 December 13, 2022
- 00:17
Investors coming to grips with horrific year for bonds
Stubbornly high inflation limits the options
- By: Rudy Luukko
- November 21, 2022 November 18, 2022
- 00:25
Regulators take aim at carbon markets
Voluntary structures lack governance and transparency, IOSCO charges
- By: James Langton
- November 21, 2022 November 18, 2022
- 00:24
Fund companies face uncertain future as risks pile up
Challenging markets have led to lower assets, sales
- By: James Langton
- November 21, 2022 November 18, 2022
- 00:23
Cross-border expertise with a caring approach
Whether serving professionals who are moving across the U.S./Canada border or helping clients deal with a large inheritance, Shiraz Ahmed says listening to clients is…
- By: Leah Golob
- November 21, 2022 November 18, 2022
- 00:22
New taxation formula for ETFs to take effect this year
ETF investors' tax bills for the 2022 tax year could be higher than under the previous formula
- By: Melissa Shin
- November 11, 2022 November 30, 2022
- 13:00
Call for harmonious climate disclosure
Approaches of CSA, ISSB and SEC have fundamental differences
- By: James Langton
- October 31, 2022 November 1, 2022
- 00:13
Cross-border tax guide
What you need to know when advising American clients in Canada
- By: Jeff Buckstein
- October 31, 2022 February 28, 2023
- 00:10
Q4 is a critical time for realizing tax benefits
Make sure clients are aware of these key deadlines before the end of the year
- By: Jeff Buckstein
- October 31, 2022 November 2, 2022
- 00:07
Global economy faces bout of long Covid
Monetary and fiscal policy struggle with the pandemic's fallout
- By: James Langton
- October 31, 2022 October 28, 2022
- 00:05
CRA clarifications boost the case for joint partner trusts
Ability for both spouses to contribute independently opens up more possibilities
- By: Michael McKiernan
- October 31, 2022 October 28, 2022
- 00:04
Beware this tax hit when converting a home into a rental property
Clients should tread carefully if they change the intended use of a building or residence
- By: Rudy Mezzetta
- October 31, 2022 November 1, 2022
- 00:02
Building funds for all seasons
Mackenzie's new president and CEO says advisors are looking for alternatives as rising prices and interest rates threaten traditional returns
- By: Daniel Calabretta
- October 31, 2022 November 8, 2022
- 00:01
Advisors could be caught in CRA’s expanded mandatory disclosure net
New rules lower the bar for reporting aggressive tax-planning techniques
- By: Michael McKiernan
- October 24, 2022 January 4, 2023
- 09:00
Feds’ housing strategy runs headlong into market correction
Tax proposals such as the FHSA unlikely to address affordability issues, experts say
- By: Rudy Mezzetta
- October 21, 2022 October 28, 2022
- 14:00
Warn clients about new trust reporting rules
Simple arrangements such as joint bank accounts could be caught
- By: Rudy Mezzetta
- October 11, 2022 October 5, 2022
- 00:12
Saskatchewan: Beacon of investor protection?
Province debates scrapping product-focused approach to advisor title standards
- By: James Langton
- October 11, 2022 October 11, 2022
- 00:01
SRO merger offers a host of advantages for dual-registered firms
How the new self-regulatory organization will handle fees, advisor incorporation, rule harmonization and more
- By: James Langton
- September 30, 2022 October 11, 2022
- 13:41
Retail brokerages weathered a rough second quarter
The segment fared much better than large integrated dealers and institutional boutiques
- By: James Langton
- September 19, 2022 September 19, 2022
- 00:18
Capital markets wading into reconciliation efforts
Indigenous-led economic strategy calls for mandatory disclosure
- By: Melissa Shin
- September 19, 2022 September 19, 2022
- 00:17
For shame: Reputation risk spurs banks to pay compensation
Binding authority once again recommended for banks' dispute-resolution system
- By: James Langton
- September 19, 2022 September 19, 2022
- 00:16