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
Top stories
Misleading disclosure wasn’t material, BCSC panel finds
Misrepresentation allegations against pharma company and CEO dismissed
Capital gains tax changes not included in Freeland’s proposed budget legislation
The changes are expected to come in a separate piece of legislation
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
Ivey summer program aims to attract women to financial services
Undergrad's intimidation changed to interest with Women in Asset Management program
- By: Noushin Ziafati
Delay for OSC’s Bridging hearing denied
Tribunal refused to pause its proceedings while lawyers try to get paid
- By: James Langton
Canadian interest rates don’t have to match U.S. or global rates: Macklem
Forecasters widely expect the Bank of Canada to lower its policy rate in June or July
Binance founder sentenced to 4 months
Changpeng Zhao jailed for allowing rampant money laundering on the platform
TD hit with $9.2M penalty after failing to report suspicious transactions
The penalty is for five violations during a review between March 2022 and March 2023: Fintrac
Fed leaves interest rates at two-decade high
Board says inflation has remained stubbornly high in recent months
Fraudsters faking identities, duping banks
Toronto police bust alleged synthetic identity ring
- By: James Langton
Emerge ETFs class action won’t proceed
Fund manager has no assets or insurance, lawyer says
- By: Melissa Shin
Fed’s new challenge: Spend-happy consumers
Work-from-home trend, wealthy retirees drive shifts in U.S. consumer patterns
- By: James Langton
Jobless claims in the U.S. remain historically low
U.S. employers added 303,000 jobs last month, an example of the U.S. economy’s resilience
Great-West Lifeco reports $960 million net earnings in Q1
GWL's AUM dips below $1 trillion after Putnam sale
Greater Vancouver home sales rise in April
Inventory in April reached levels not seen since pandemic
- By: Canadian Press
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?