Dalhousie students win IAFP financial planning competition
This year’s topic was “The Appropriate Use of Social Media in a Financial Planning Practice”
- May 18, 2018 May 18, 2018
- 15:20
Top stories
CRA cracks down on real estate tax avoidance
The agency’s auditors have reviewed more than 30,000 files in Ontario and British Columbia over the past three years, generating $43.7 million in penalties
- May 18, 2018 May 18, 2018
- 12:00
Annual inflation cools to 2.2%
Core measure above 2% for first time in six years
- May 18, 2018 May 18, 2018
- 14:20
TSX continues streak of gains
U.S. stock markets finish mixed
- By: Ian Bickis
- May 18, 2018 May 18, 2018
- 17:00
Industry News
Walmart sells Canadian banking operation to U.S. firm, Canadian financier
The new owners will continue providing the bank's credit card and insurance products
- By: Canadian Press
- May 18, 2018 May 18, 2018
- 07:00
OSC warns investors about unregistered cryptocurrency groups
Regulator singles out five firms in investor alert
- By: James Langton
- May 18, 2018 May 18, 2018
- 12:30
Investors Group announces multiple mutual fund changes
The changes affect administrative and management fees, as well as risk ratings
- By: Leah Golob
- May 18, 2018 May 18, 2018
- 10:30
Capgemini and Efma launch fintech portal
The new platform is designed to foster collaboration between fintechs and financial institutions
- By: James Langton
- May 18, 2018 May 18, 2018
- 11:52
Mutual fund firms concerned with lack of guidance on promotional spending
Following several high-profile administrative penalties for “excessive” spending on promotional activities and non-monetary benefits, there’s little clarity from regulators as to what’s acceptable
- By: Megan Harman
- May 16, 2018 May 17, 2018
- 12:45
Slideshow: How a firm’s ratings impact advisors’ recommendations
Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage
- By: Fiona Collie
- May 16, 2018 May 16, 2018
- 10:00
Talking about ETFs
Tips for teaching clients about these still-evolving funds and what they entail
- By: Patricia Chisholm
- May 2, 2018 May 1, 2018
- 00:10
CPP Fund posts 11.6% return in fiscal 2018
The main driver of growth was last year’s stock markets surge
More Canadians consider guaranteed life income products desirable
Segregated funds and annuities are two products that can help Canadians reach their goals
- By: Leah Golob
- May 15, 2018 May 15, 2018
- 10:25
Financial literacy isn’t financial wellness for Canadian workers
Stress about retirement is the biggest financial worry among Canadians
- By: Leah Golob
- May 9, 2018 May 9, 2018
- 14:45
The insurtech gap
Advisors and clients are ready for digitized insurance processes, but insurers are slow to adopt new technology
- By: Dwarka Lakhan
- May 3, 2018 May 3, 2018
- 15:23
