Research by:
Ahmad Hathout, Megan Marrelli, Beatrice Paez and Kat Shermack
Research editors:
Fiona Collie and Pablo Fuchs
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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
Lawyers for firm's founder seek adjournment amid unpaid legal bills
Prescribed rate to dip as inflation eases
Desjardins says the transaction "does not call into question our business relationship with Fiera"
While financial advisors are still subject to the rules, the budget change could undermine lawyers Charter challenge of the regime