2016 Brokerage Report Card: Behind the numbers
- By: Pablo Fuchs
- April 25, 2016 November 9, 2019
- 09:30
Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients
Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage
Although overall AUM and productivity are up, this isn’t the case at all firms in this year’s Brokerage Report Card
Filing is required only if directly requested by the Canada Revenue Agency
First oversight review finds SRO complying with recognition order
FINRA starts providing data on individual transactions
Some firms concerned CRA’s employee expense policy could thwart return-to-office initiatives, EY Canada tax expert says