Top stories
Grand opening, cutting red ribbon

Industry moves this week

Notable news comes from banking, and a new leader joins Sterling Mutuals

Solar system

Will 2024 be the year of compliance technology?

Several factors, including regulatory enforcement and improved productivity, are driving a surge in adoption

Wood homes under construction

Feds to propose funding for CRA real estate audits in 2024 budget 

Ottawa said it is targeting tax fraud in the housing sector

Inflation balloon

U.S. inflation surprise clouds rate cut picture

Unlikely that Fed will see enough support for a June cut, Moody's says

home financing

Feds propose loan program for secondary suites

Homeowners could soon access up to $40,000 in low-interest loans

Picking a dollar

Real-estate Ponzi schemer sanctioned by BCSC

Fraudster raised $1.2 million from investors in illegal distribution

Justice scales and gavel by books

Crypto exchange hacker gets jail time

U.S. judge sanctions first smart contract hacker

Wooden blocks with percentage sign and arrow up, financial growth, interest rate increase, inflation concept

Annual inflation rate increased to 2.9% in March

Gasoline prices rose 4.5% compared with a year earlier

online investing

Retail investor issues get top billing on IOSCO agenda

Broker conflicts, finfluencers, gamification among regulators' priorities

Globe dollars

IMF: Outlook for world economy is brighter

Global expansion being powered by unexpectedly strong growth in the U.S.

home building

Housing starts down 7% in March: CMHC

Despite month-over-month decline in March, housing starts trending 'at a solid pace': economist

Ensure your client reports all RRSP contributions

In one case, failure to report resulted in an overcontribution penalty

pot hole bad roads

Title protection harmonization faces bumpy road

As Ontario stakeholders fume over the latest approved credential, other provinces consider the correct course

Canadian flags in business district

OSFI limiting leverage in bank mortgage portfolios

Measure aims to reduce risk of borrowers being unable to pay their loans

Magnifying glass icon in flat style. Search loupe on color background. Business analytic charts illustration. Vector design object for you project

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

How to write a job posting for an assistant

Every job posting must answer three main questions