Industry moves this week
A variety of moves occurred across several industry areas
Agency says it won’t apply gross negligence penalties for non-filing of 2023 bare trust returns except in “egregious cases”
The firm also hopes to reach 25% women advisors by 2025
The SRO also updated its exam timeline for mutual fund dealers
Also, Koyfin data platform now includes Canadian mutual funds
Buyers are showing more optimism than last year
Federal Reserve officials are expected to play it safe when they meet this week
New products, platform allow easy access to the precious metal
Higher energy prices are driving the increase
Total compensation ranged from $6.30 million to $7.56 million
For a fourth consecutive month, the personal and household goods subsector also rose
Under the proposal, 77,000 people would see their pension increase starting next year, government says
Deadline for filing underused housing tax return for 2022 and 2023 is April 30
Slower housing starts have been expected this year as borrowing conditions and labour shortages affect the pace of building
Many professionals were also concerned about cybersecurity threats
Homeowners' net worth has reached greater levels in comparison
An attractive aspect of the momentum factor is that it’s style-agnostic
Challenges include product availability, proper portfolio construction
Committing to a platform and showing your personality can help with prospecting
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Invalid wills: How far is too far?