On which home should you claim the principal residence exemption?
Homeowners must now consider the proposed higher capital gains inclusion rate
Top stories
Capital gains changes tip the scales for business owners
Incorporated professionals must consider deferral, dividends and deductions
Tax group asks feds to allow deemed sales ahead of capital gains change
Taxpayers have been given too little time to plan next steps, CBA-CPA joint committee says
Second bill on open banking expected in the fall
Screen scraping would be phased out over time
- By: Jonathan Got
IOSCO chief heads to FSB
Global group of regulators seeks new secretary general
- By: James Langton
Amid high rates, U.S. corporate insolvencies rise: S&P
Business bankruptcies reach highest level in the past year
- By: James Langton
ESMA consults on retail crypto funds
Regulator contemplates expanding eligible assets for retail investment funds
- By: James Langton
Former fund rep sanctioned for exceeding registration
Fund rep could fill out basic information, but not KYC info, on investment dealer accounts
- By: James Langton
Household income rebounds to end 2023: OECD
But not in Canada, where population surge weighs on per capita income and real GDP
- By: James Langton
FSRA chief tapped for Ontario Energy Board
Proposed appointment still needs to be confirmed by legislative committee
- By: James Langton
OSC to increase focus on DIY investors
The regulator also wants to toughen enforcement and see better advice given at banks
- By: James Langton
U.S. regulators revive incentive pay proposals
Rules were initially crafted to discourage excessive risk taking in the wake of the global financial crisis
- By: James Langton
Misleading disclosure wasn’t material, BCSC panel finds
Misrepresentation allegations against pharma company and CEO dismissed
- By: James Langton
Don’t rush to sell assets due to higher inclusion rate, experts say
Determining how long the client was going to hold the asset is an important factor in the decision
- By: Rudy Mezzetta
Capital markets rebound offsets U.S. banks’ weakness
Net interest margins tight, loan growth weak in first quarter, DBRS says
- By: James Langton
Sustainable fund flows lagged industry in Q1: Morningstar
Bond funds drove the positive net flow activity as assets hit record high
- By: James Langton
Emerge ETFs unitholder calls for greater regulatory oversight
Investor decries lack of communication throughout cease-trade order, and recommends increased due diligence when choosing funds
- By: Melissa Shin
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?