CRA releases FHSA return for taxes owing
FHSA holders may trigger tax when they overcontribute or hold non-qualified investments
Top stories
Feds to give CRA new powers to compel data from taxpayers
The agency could extend reassessment period if a taxpayer is issued a notice of non-compliance
CIRO proposes new fee model
Fees to rise for most firms as minimums go up, certain dealers pay higher share
- By: James Langton
Toronto police bust fake investment scheme
Perpetrators posing as representatives of Schroders, an asset manager
- By: James Langton
Title protection in Canada must put consumers first
Opinion: To provide clarity and protection to the public, the way forward requires transparency
- By: Tashia Batstone
Sustainable fund flows rebound in Q1: Morningstar
Canadian fund flows perk up, while U.S. sees record outflows
- By: James Langton
Fund costs fell after CRM2
CSA research details the evolution of fund costs in the face of transparency reforms
- By: James Langton
Precious metals scammers sanctioned
Elderly investors duped into converting retirement savings into overpriced coins
- By: James Langton
Tribunal asked to pause OSC’s Bridging case
Lawyers for firm's founder seek adjournment amid unpaid legal bills
- By: James Langton
Fed’s preferred inflation gauge shows price pressures stayed elevated last month
Many economists envision no rate cuts before September
Communication as the great differentiator
Use these tips to build an approach that engages clients and inspires referrals
- By: Susan Silma
Higher capital gains inclusion rate and mutual funds
Mutual fund corporations can pass gains to unitholders
- By: Melissa Shin
FSB adopts standards for counterparty failures
Global policy group calls for toolbox approach to CCP resolution
- By: James Langton
Renovating on a budget
Inflation, higher interest rates add to the financial challenges
CRA to charge 9% interest on overdue tax in Q3
Prescribed rate to dip as inflation eases
- By: Rudy Mezzetta
What to know when advising Muslim clients
Challenges include product availability, proper portfolio construction
The slow work of converting social media followers to clients
Committing to a platform and showing your personality can help with prospecting
- By: Mark Burgess
- September 22, 2023 September 22, 2023
- 08:35
Firm hopes to support younger advisors through new practice financing program
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
- By: Melissa Shin
- June 20, 2023 June 20, 2023
- 06:00
How to write a job posting for an assistant
Every job posting must answer three main questions
- By: Todd Humber
- June 9, 2023 June 9, 2023
- 09:00
Invalid wills: How far is too far?