OSC agenda consultation is underway, and it’s packed
Junk fees, open banking and more proposed for the regulator’s next fiscal year
Latest news in News
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
Managing capital gains when moving to the U.S.
Leaving Canada means planning for departure tax, transfer of non-registered assets
- By: Michelle Schriver
- February 7, 2025 February 7, 2025
- 15:15
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
Buying a book of business? What you need to know
Buyers must be prepared to compete on price, but fit is also important
- By: Alisha Hiyate
- February 7, 2025 February 10, 2025
- 15:13
A banner year for equity mutual funds
Big returns from the Magnificent Seven, and elsewhere
- By: Catherine Harris
- February 7, 2025 February 10, 2025
- 15:12
Alternative universe
Private equity, hedge funds and other alternative investments are having a moment. Advisors need to catch up
- By: Noushin Ziafati
- February 7, 2025 February 7, 2025
- 15:11
The outlook for U.S. taxes under Trump
Key measures are extension of 2017 tax cuts, revenue from tariffs
- By: Michelle Schriver
- February 7, 2025 February 7, 2025
- 15:07
Stacking up
Firms spend millions on back-office technology, but not all advisors are buying in
- By: Kelsey Rolfe
- February 7, 2025 February 7, 2025
- 15:03
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
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
Regulators consult on paying out disgorged money
Industry and investor advocates welcome OSC and CIRO proposals
- By: James Langton
- November 11, 2024 November 8, 2024
- 00:10
Banks’ efforts to cut financed emissions hit hurdles
Net-zero pledges are contingent on factors banks can’t control, research found
- By: James Langton
- November 11, 2024 November 8, 2024
- 00:10
Proposed CRA audit powers sound alarms
If proposals pass, CRA can impose harsh new penalties and compel taxpayer testimony under oath
- By: Rudy Mezzetta
- November 5, 2024 November 11, 2024
- 14:00
Sun Life earns $1.35 billion in Q3
The insurer had $1.51 trillion in AUM on Sept. 30
- By: Jonathan Got
- November 5, 2024 November 5, 2024
- 10:36
Advocis chairman plans for greater board bench strength
Al Jones exemplifies association’s focus on community, promises consumer advocacy
- By: Michelle Schriver
- October 15, 2024 October 14, 2024
- 00:08
Proposal to raise reps’ education gets mixed feedback
Industry support is broader for proposed exam-based model
- By: James Langton
- October 15, 2024 October 14, 2024
- 00:01
Manage capital gains tax changes as year-end approaches
High-net-worth and incorporated clients look for guidance on complex changes
- By: Rudy Mezzetta
- October 8, 2024 October 14, 2024
- 11:00
Rulebook rewrite sparks pushback
Industry at odds with CIRO’s proposals on maximum penalties and dispute resolution
- By: James Langton
- September 13, 2024 September 12, 2024
- 00:05
Avoiding double taxation when an incorporated client dies just got easier
Proposal would give executors more time to implement loss carryback strategy
- By: Rudy Mezzetta
- September 13, 2024 September 12, 2024
- 00:04
Can AI boost market returns?
Gaining an investment edge with large language models is no simple feat
- By: James Langton
- September 13, 2024 September 12, 2024
- 00:01
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
- By: Jonathan Got
- July 15, 2024 July 15, 2024
- 13:46
VersaFi CEO wants to make finance sector more inclusive
Women in Capital Markets rebrands to reflect sector’s growing diversity and complexity
- By: Michelle Schriver
- June 5, 2024 June 4, 2024
- 09:14
Can regulators keep up with AI?
North American regulators exploring risks and opportunities
- By: James Langton
- June 5, 2024 June 4, 2024
- 09:13
Deepfakes pose growing threat to financial industry
Identity validation and trust are at risk amid regulatory challenge
- By: James Langton
- June 5, 2024 June 4, 2024
- 09:12