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Governor Tiff Macklem and senior deputy governor Carolyn Rogers

Will the BoC cut in June?

A National Bank economist explains why the answer is unclear

business woman

Business optimism grows in Q2: StatsCan

Labour-related concerns increase, but sentiment improves regardless

Financial accounting business sheet calculator

AML issues aside, TD had solid quarter: Moody’s

Strong revenues boost earnings amid rising provisions, charges

Personnel

iA Private Wealth secures most former Laurentian advisors, assets

The new iAPW advisors will continue their training and systems conversion this summer

Arrow up

Assets surge in Q1 for U.S. fund industry: Moody’s

Markets drive industry AUM higher, net flows positive for large firms

Magnifying glass

FSRA seeks CRM2-like disclosures for seg funds

Proposal would require seg fund disclosure of embedded costs

Magnifying glass on documents

ESMA reviews find disclosure, greenwashing issues

European regulators call for enforcement action on compliance failures

TD bank. stock photo

TD reports profits down 22% on anti–money laundering hit

Potential impact on bank's growth in U.S. market is a longer-term risk

Advisor tracking stocks

Exchanges ready for T+1

While there may be an initial spike of failed trades, fail rates improve overall in a shortened settlement cycle

Horn speaker for public relations sign symbol, vintage color - sun with blue sky

DFSA no longer an approved credential in Ontario

Designation holders have six months to obtain a different credential to use the financial advisor title

Crypto coins

Spot Ethereum ETFs clear key SEC hurdle

The development comes months after the regulator approved bitcoin ETFs

Image of smiling young lady standing in supermarket shop near cashier's desk holding credit card. Looking aside.

Retail sales down 0.2% in March

However, StatsCan says its early estimate of the metric for April was a 0.7% increase

gavel

CFTC sanctions trading oversight gaps

Technical glitch prevented comprehensive trade surveillance by JP Morgan

parliament hill

Freeland says capital gains proposal will be tabled before summer break

The government says that even if a bill has not yet passed, the change will take effect on June 25

Businessman overlooking multiple pathway options

Help your client address the volatility of equity compensation

Assessing income sources, diversifying are key

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