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Businesswoman using laptop in office

TFSAs for 2020…and beyond

A report suggests the feds could make TFSAs even more useful

  • January 16, 2020 January 16, 2020
  • 14:37

Year-end charitable strategies for your clients to consider

Help your clients navigate charitable donations, tax-gain donating and donor-advised funds

  • November 22, 2019 November 22, 2019
  • 16:21

Potential tax changes in light of a Liberal minority

Help clients understand how previously announced tax changes could come to light

  • October 25, 2019 November 10, 2019
  • 15:46

Foreign pension income is usually taxable

Help clients understand — and budget for — taxes on their foreign pensions

  • September 27, 2019 November 10, 2019
  • 13:35
Ellen Bessner>
Advisor at Risk

Ellen Bessner

Happy businesswoman handshaking with client closing deal in an office interior with a window in the background

Build your business one KYC update at a time

Why KYC updates have never been more important to your success

  • January 10, 2020 January 10, 2020
  • 16:48

It ain’t over till it’s over

Litigation risk exists even after you’re retired or unable to work

  • November 29, 2019 December 12, 2019
  • 16:03

Selling your book of business? Make sure it is compliant

Sophisticated buyers will know what to look for to determine if it is a compliant business

  • November 1, 2019 November 14, 2019
  • 14:17

Are you still not getting KYC and suitability right?

The OSC says there is a lot of room for improvement in its 2019 summary report

  • October 4, 2019 November 14, 2019
  • 16:43
Businessmen trading stock looking at graphs indexes and numbers on multiple computer screens

Eight tips for trading ETFs

Make sure you’re getting the most out of your trades

  • January 7, 2020 January 3, 2020
  • 16:00

Myth: ETFs can “become” the market

Dispelling a misconception that has developed over time

  • December 3, 2019 January 8, 2020
  • 16:00

Could ETFs cause a market crash?

Debunking the myth that ETFs cause market instability

  • September 3, 2019 November 17, 2019
  • 15:00

Debunking the ETF liquidity myth

There’s more to determining an ETF’s liquidity than just looking at its trading volume

  • July 2, 2019 November 17, 2019
  • 16:00
Ian Russell>
Industry Perspectives

Ian Russell

business team corporate organization working concept

Industry engagement key to burden reduction measures

Engaging with regulators is an important part of ensuring new rules are implemented effectively

  • December 18, 2019 December 18, 2019
  • 16:13

Changing the game on cross-border data processing

Why strengthening personal data protections poses a looming challenge for the Canadian investment industry

  • October 16, 2019 November 10, 2019
  • 16:41

Lessons from the recent GMP Capital transaction

Why well-managed small and mid-size independent dealers are competing effectively

  • August 15, 2019 November 10, 2019
  • 12:33

Streamlining eDelivery for prospectuses

How the “notice and access” mechanism for proxy voting could be extended to other documents

  • June 12, 2019 November 10, 2019
  • 15:38
Carey List>
Focus on Financial Planning

Cary List

usinessman holding binoculars with tie and shirt on cityscape

Vision 2020: Taking stock a decade later

Stakeholders must continue working together to ensure all Canadians have the tools they need to achieve financial wellness

  • December 12, 2019 December 12, 2019
  • 16:50

Why enforcement is more critical than ever

The vigilant enforcement of professional standards is essential to protect consumers and to maintain the integrity of the financial planning profession

  • October 18, 2019 November 10, 2019
  • 16:24

Leveraging behavioural economics to improve client outcomes

Financial planners need a strong understanding of the behavioural factors that come into play when creating and implementing a financial plan

  • August 23, 2019 November 10, 2019
  • 17:24

A welcome new regulatory era in Ontario

The FSRA’s regulation of advisor and planner titles could influence policy in other jurisdictions

  • June 28, 2019 November 10, 2019
  • 13:43