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Solar system

Will 2024 be the year of compliance technology?

Several factors, including regulatory enforcement and improved productivity, are driving a surge in adoption

Wood homes under construction

Feds to propose funding for CRA real estate audits in 2024 budget 

Ottawa said it is targeting tax fraud in the housing sector

Inflation balloon

U.S. inflation surprise clouds rate cut picture

Unlikely that Fed will see enough support for a June cut, Moody's says

home financing

Feds propose loan program for secondary suites

Homeowners could soon access up to $40,000 in low-interest loans

Picking a dollar

Real-estate Ponzi schemer sanctioned by BCSC

Fraudster raised $1.2 million from investors in illegal distribution

Justice scales and gavel by books

Crypto exchange hacker gets jail time

U.S. judge sanctions first smart contract hacker

a woman entering a door of unknown mystery

Private markets becoming more accessible, but due diligence needed

Compared to public markets, private markets have less transparency and offer less liquidity

online investing

Retail investor issues get top billing on IOSCO agenda

Broker conflicts, finfluencers, gamification among regulators' priorities

NFC - Near field communication mobile payment

U.S. retail sales surge 0.7% in March

With jobs plentiful, Americans seem unfazed by higher prices

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Ontario court certifies fourth NSF fee class action

Case alleges Scotiabank charged duplicate fees on failed debits

Ensure your client reports all RRSP contributions

In one case, failure to report resulted in an overcontribution penalty

pot hole bad roads

Title protection harmonization faces bumpy road

As Ontario stakeholders fume over the latest approved credential, other provinces consider the correct course

Canadian flags in business district

OSFI limiting leverage in bank mortgage portfolios

Measure aims to reduce risk of borrowers being unable to pay their loans

Silhouette of man at sunset

CIRO sketches three-year strategic vision

Expanding access to advice, standardizing KYC data collection on SRO's agenda

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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

How to write a job posting for an assistant

Every job posting must answer three main questions