Fund costs fell after CRM2
CSA research details the evolution of fund costs in the face of transparency reforms
Top stories
Tribunal asked to pause OSC’s Bridging case
Lawyers for firm's founder seek adjournment amid unpaid legal bills
Communication as the great differentiator
Use these tips to build an approach that engages clients and inspires referrals
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
Employment numbers slide in February: StatsCan
Payrolls dip, but vacancies and wages rise
- By: James Langton
CRA to charge 9% interest on overdue tax in Q3
Prescribed rate to dip as inflation eases
- By: Rudy Mezzetta
Desjardins sells its shares in Fiera
Desjardins says the transaction "does not call into question our business relationship with Fiera"
Budget softens mandatory tax disclosure regime
While financial advisors are still subject to the rules, the budget change could undermine lawyers' Charter challenge of the regime
Statistics Canada reports dip in retail sales
February result weighed down by slumping fuel sales
- By: Canadian Press
Interest in cryptoassets increasing among firms and institutional investors: survey
Half of financial services respondents said they offered cryptoasset services in 2023, up from 41% in 2021
- By: IE Staff
More than 1 in 4 aging Americans don’t expect to retire: AARP
Nearly three-quarters are concerned about prices rising faster than incomes
Advisors face new U.S. fiduciary requirements
Labor Department finalizes fiduciary rule for retirement advice
- By: James Langton
BoC officials split on when to start cutting rates, summary shows
Some members thought bank should take its time; others were concerned about keeping interest rates high for too long
Bank of Canada should go it alone on rates: RBC
A weaker loonie won't necessarily stoke inflation, report says
- By: James Langton
Financial planning projections generally brighter in 2024
Canadian equities are projected to return 6.4% over the next decade, up slightly from last year
- By: Noushin Ziafati
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?