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home ownership

FHSAs find their footing as more firms launch accounts

Advisors see opportunities as the account grows in popularity

investor restitution challenges

SRO proposal highlights investor restitution challenges

Low collection rates and potentially high administration costs raise concern

different generations

Family businesses urged to step up succession

Clients have until end of year to take advantage of looser C-208 rules

crypto currency regulation

Global regulators come for crypto

A critical mass of activity shows intent to rein in the industry

Andrew Kriegler

Taking down regulatory silos

The Canadian Investment Regulatory Organization has a lot more work to do, says Andrew Kriegler, inaugural president and CEO

racial equity

Racial equity and the environment becoming bigger proxy issues

Regulators are proposing more extensive disclosure from issuers

long road

The long road to total cost reporting

Rules take effect for the 2026 reporting year, with clients receiving disclosure in 2027

Brandt Butt

A ringside seat to Winnipeg’s business community

A conversation with a stockbroker sparked Brandt Butt’s initial interest in finance

planning challenge

Tougher minimum tax regime poses planning challenge

Wealthy clients who earn capital gains and make large donations will be hit

business owner expenses

Business owners brace for second stage of CPP expansion

In 2023, employers are paying 44.7% more at the top end than in 2018

a bright idea

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

arbitration

Arbitration program overhaul supported by investors and industry

Review comes as many hope OBSI will undergo its own reforms

Andy-Mitchell

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

woman stressed over uneasy stock market

Financial sector can cope with uneasy markets despite lacklustre results

Net income for the firms in the Profit Survey declined by 12% on average

different opinion

Industry opposes AMF reforms to complaint handling

Investor advocates aren’t happy with the proposals either

stock market data

Industry calls for market data regulation

Critics say current rules disadvantage retail investors and advisors

horizontal red arrows

Stock picking supports segs in 2022

Doing well last year meant preserving capital and minimizing losses

Toni Ferrari

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

Home for sale with red and white real estate sign during the fall season. Fall season with leaves on ground. Front porch and windows in background. Residential neighborhood. Moving house, relocation concept. Realtor putting up signs.

Banks could make FHSAs available this spring

The account is set to be a planning powerhouse for advisors

questions

OBSI governance reforms raise big questions

The ombudsman faces mounting criticism from industry and investors alike

priority

OSC takes heat for what it’s not prioritizing

Product shelves, audit response absent from regulatory agenda

investment growth

Mutual fund families emerge from a challenging year

Fund families that used liquid alts and underweighted certain asset classes tended to outperform in 2022

Denis Dubois

Who’s leading the Desjardins expansion

Denis Dubois, executive vice-president with Desjardins Group, is on the hunt for independent advisory firms to acquire

inflation at the grocery store

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.

St John's Harbour in Newfoundland Canada from Signal Hill

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