Racial equity and the environment becoming bigger proxy issues
Regulators are proposing more extensive disclosure from issuers
Regulators are proposing more extensive disclosure from issuers
Rules take effect for the 2026 reporting year, with clients receiving disclosure in 2027
A conversation with a stockbroker sparked Brandt Butt’s initial interest in finance
Wealthy clients who earn capital gains and make large donations will be hit
Retired and near-retired clients are attracted by the products’ low risk and predictable income
Regulators are drafting new guidance that may lead to revised life insurance licence requirements
New Brunswick joins provinces that enable incidental insurance sales
The life licence course includes material on compliance and regulation, but some advisors may not be required to update their training
Disclosure requirements and the DSC ban shouldn’t worry advisors who have a professional approach to their business, advisors say
Government incentives are increasing and valuations have become less expensive
Creating an organization chart can help you identify ways to put your practice in growth mode
Revenue agency initially denied expenses for sponsorship of cycling team
Editorial: Giving firms ample time to make the necessary system changes is worth the frustration
