Jamie Golombek, managing director, tax & estate planning, CIBC Wealth Strategies, highlights recent U.S. tax developments and their impact on clients who are required to pay U.S. taxes.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Biotech CEO sanctioned for failing to file insider reports on time
Online platforms need to help guard against misconduct, scams: regulators
Initiative addresses rise of finfluencers, digital engagement, social trading