Proposed increase to capital gains tax requires action
Here are seven steps for advisors
Top stories
On which home should you claim the principal residence exemption?
Homeowners must now consider the proposed higher capital gains inclusion rate
OSC tests new early-stage exemptions
Regulator adopts new exemptions designed to help startups raise capital
Employment strength raises doubts about June rate cut
The April employment gain was the largest monthly increase since January 2023
Recession ends in the U.K.
While the British economy grew by 0.6% in the first quarter, it has barely grown over the past year
- By: Pan Pylas
Binance hit with $6-million Fintrac fine
Firm sanctioned over reporting, registration failures
- By: James Langton
Trade war threatens Canada: Fitch
Protectionism has negative implications for output, employment and inflation
- By: James Langton
Global private equity activity up in April: S&P
U.S. and Canada lead the way in global deal value
- By: James Langton
Capital raising shifts further to exempt market in Quebec
Prospectus filings decline, exempt offerings up in 2023, AMF reports
- By: James Langton
Capital gains changes tip the scales for business owners
Incorporated professionals must consider deferral, dividends and deductions
- By: Rudy Mezzetta
Manulife reports first-quarter net income of $866M
Company says it will ramp up share buybacks
Canada headed for a hybrid open-banking regime
The government will set the standards for the private sector to implement
- By: Jonathan Got
UBS is back in the black
Strong quarter for wealth management helps bank return to profitability
- By: James Langton
Tax group asks feds to allow deemed sales ahead of capital gains change
Taxpayers have been given too little time to plan next steps, CBA-CPA joint committee says
- By: Rudy Mezzetta
Climate investment taxonomy would prevent greenwashing, confusion: experts
Government is working to launch taxonomy "as soon as possible," Freeland says
- By: Noushin Ziafati
Second bill on open banking expected in the fall
Screen scraping would be phased out over time
- By: Jonathan Got
Former fund rep sanctioned for exceeding registration
Fund rep could fill out basic information, but not KYC info, on investment dealer accounts
- By: James Langton
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?