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IMF raises outlook for Canadian economy

The update for Canada came as the IMF also increased its outlook for global economic growth

BMO Investments makes changes to its mutual fund lineup

BMO teams up with China’s ICBC

New MOU signed between the two banks will help BMO build on its asset-management capabilities

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OSC names fives new members to its SPAC

The lawyers will join the OSC’s advisory committee on the operation of its in-house tribunal

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“Fear of missing out” driving demand for ICOs

There’s often no business reason for many of the tokens being issued in these deals, new EY report finds

FSCO reports decrease in insurance advisors’ compliance rates

IIROC releases 2018 compliance priorities report

Emphasis is on CRM2, cybersecurity and conflicts of interest

Equity mutual fund sales drive growth in AUM

Mutual fund sales rose by 47% to $44.2 billion in 2017 while total AUM rose by 10.3% to $1.48 trillion

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Five things to watch for in the Canadian business world this week

StatsCan releases November data

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FPSC releases results of December CFP exams

The CFP examination was written by 473 candidates — the highest number since 2010

  • By: Leah Golob
  • January 20, 2018 January 20, 2018
  • 10:37
New technology will change advisors’ business model

New technology will change advisors’ business model

George Hartman talks about the ways new technology will change financial advisors' business model profoundly

Help for aging property owners

Kevin Wark discusses three options for helping aging clients manage their property, and zeroes in on the pros and cons of joint interest trusts

  • By: Kevin Wark
  • January 1, 2018 January 19, 2018
  • 12:00

Tax penalties and how to apply for relief

From TFSA overcontributions to repeated late-filing, Adrienne Woodyard outlines common tax penalties and explains how to apply for penalty relief (Part 4 of 4)

Capacity and clients: Understanding the Ontario Substitute Decisions Act

Matthew Urback discusses the difficult choices facing advisors who suspect their clients are losing the ability to make informed decisions (Part 4 of 4)