In line with a major initiative by the OECD, Canada is signalling a significant crackdown on "treaty shopping" by global companies. But experts note that…
Russ McEdwards, McEdwards & Whitwell Financial Planning Inc., explains that business owners often require both succession plans and consistent returns during higher volatility times. He…
Glen Gowland, chairman, Investment Funds Institute of Canada (IFIC), discusses industry consolidation due to rising regulatory costs, the impact of CRM 2 on access to…
Feds targetting a range of tax loopholes
New partnership will decrease costs and improve efficiencies, says Ontario finance minister
John Brogden, CEO, Financial Services Council, Australia, discusses the impact of new Australian regulations that came into effect on July 1st, 2013. They include: a…
In part two of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains how to generate referrals with your delivery process. He gives pragmatic…
Both regions offer Canadian fund companies growth opportunities because the middle class is growing quickly
Eric Sprott, CIO and senior portfolio manager, Sprott Asset Management LP, discusses why he believes that increasing demand for gold and silver will cause gold…
Ian Russell, president and CEO of the Investment Industry Association of Canada (IIAC), discusses the launch of the IIAC Hall of Fame, designed to bring…
Gord Webster, senior wealth advisor, wealth management, ScotiaMcCleod, Regina, explains how to become the go-to advisor for a company's employees. He gives tips on community…
Stepchildren can often be overlooked in estate plans
The NEI approach challenges assumptions, stays agile, and remains laser-focused on the long term.
Active ownership helps create long-term value for investors.
As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for…
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
Manager selection can make or break private equity returns — ask these five questions when evaluating evergreen PE strategies.
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds