Terry Ritchie of Cardinal Point Wealth Management explains what your snowbird clients need to know – and other important cross-border issues. Catch the series, exclusively on IE:TV. www.investmentexecutive.com
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Segregated Fund Families ranking shows active management paid off in fixed income, and tech gains dominated equities returns
Newsmaker: With Dave Kelly as chief operating officer, Richardson Wealth aims to reach $100 billion in AUA and 50% women advisors over the next few...
Industry and advocates say more work is needed
A slower economy, inflation, higher legal fees contribute to increased rates
The agency could extend reassessment period if a taxpayer is issued a notice of non-compliance
Opinion: To provide clarity and protection to the public, the way forward requires transparency
Fees to rise for most firms as minimums go up, certain dealers pay higher share
CSA research details the evolution of fund costs in the face of transparency reforms