In part three of a six-part video series on regulatory changes, Dan Richards, CEO, Client Insights and Rebecca Cowdery, partner at Borden Ladner Gervais LLP, discuss the CSA’s proposals concerning conflicts of interest and how advisors can get ready for a higher standard.
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
Several major initiatives could launch this year
Firms are scrambling to set up back-office systems and internal procedures for the complex accounts
Canada Life product addresses insurance-trafficking concerns that have previously dogged donations of life insurance
Advocate suggests EOT legislation, as proposed in the 2023 federal budget, will not lead to increased employee ownership
The proposal follows the surtax and recovery dividend introduced in last year's budget