Home Newspaper News

Latest news in News

business direction

OSC agenda consultation is underway, and it’s packed

Junk fees, open banking and more proposed for the regulator’s next fiscal year

Simon Roy

As iA moved early on AI, ‘everybody was at the table’

CTO Simon Roy says the technology will enable a more personal client experience

  • By: Kevin Press
  • February 7, 2025 February 9, 2025
  • 15:19
Real Estate Agent Showing a Beautiful Big House to a Young Successful Couple. People Standing Outside on a Warm Day on a Lawn, Talking with Businesswoman, Discussing Buying a New Home.

Managing capital gains when moving to the U.S.

Leaving Canada means planning for departure tax, transfer of non-registered assets

missed the mark

Still off-target

Target-date funds are a hit in the group retirement business — why not in the ETF market?

  • By: Barry Choi
  • February 7, 2025 February 7, 2025
  • 15:14
Illustration of people sitting on a stack of books

Buying a book of business? What you need to know

Buyers must be prepared to compete on price, but fit is also important

A trophy being held high celebrating a win

A banner year for equity mutual funds

Big returns from the Magnificent Seven, and elsewhere

Man in a space suit riding a rocket into space

Alternative universe

Private equity, hedge funds and other alternative investments are having a moment. Advisors need to catch up

Donald Trump

The outlook for U.S. taxes under Trump

Key measures are extension of 2017 tax cuts, revenue from tariffs

man standing with his hands on his hips

Stacking up

Firms spend millions on back-office technology, but not all advisors are buying in

mentorship

Mentors wanted for new advisors

Finding support in the financial services industry is harder than it should be, new advisors say

  • By: Barry Choi
  • February 7, 2025 February 7, 2025
  • 15:02
man shaking hands with a woman

New dealer firms face uphill recruitment battle

Referrals are key for getting startup firms off the ground

  • By: Rudy Luukko
  • February 7, 2025 February 7, 2025
  • 15:01
split money

Regulators consult on paying out disgorged money

Industry and investor advocates welcome OSC and CIRO proposals

emissions from smoke stack

Banks’ efforts to cut financed emissions hit hurdles

Net-zero pledges are contingent on factors banks can’t control, research found

receiving taxes owed

Proposed CRA audit powers sound alarms

If proposals pass, CRA can impose harsh new penalties and compel taxpayer testimony under oath

Sun Life logo on a building

Sun Life earns $1.35 billion in Q3

The insurer had $1.51 trillion in AUM on Sept. 30

Al Jones

Advocis chairman plans for greater board bench strength

Al Jones exemplifies association’s focus on community, promises consumer advocacy

School exam student's taking educational admission test in class, thinking hard, writing answer in university classroom, education and world literacy day concept (School exam student's taking educational admission test in class, thinking hard, writing

Proposal to raise reps’ education gets mixed feedback

Industry support is broader for proposed exam-based model

Manage capital gains tax changes as year-end approaches

High-net-worth and incorporated clients look for guidance on complex changes

old way, new way

Rulebook rewrite sparks pushback

Industry at odds with CIRO’s proposals on maximum penalties and dispute resolution

woman with umbrellas protecting money

Avoiding double taxation when an incorporated client dies just got easier

Proposal would give executors more time to implement loss carryback strategy

AI technology

Can AI boost market returns?

Gaining an investment edge with large language models is no simple feat

Agreement win-win

IA Financial buys 2 blocks of U.S. business from Prosperity Life

Blocks include over 115,000 policies worth more than US$100 million in premiums

Tanya van Biesen

VersaFi CEO wants to make finance sector more inclusive

Women in Capital Markets rebrands to reflect sector’s growing diversity and complexity

digital investing

Can regulators keep up with AI?

North American regulators exploring risks and opportunities

woman talking on the phone

Deepfakes pose growing threat to financial industry

Identity validation and trust are at risk amid regulatory challenge