Opinion: A déjà vu moment for bank sales practices
New review must be approached with urgency, transparency and a commitment to meaningful action, writes Harvey Naglie
- By: Harvey Naglie
- December 5, 2024 December 24, 2025
- 17:21
New review must be approached with urgency, transparency and a commitment to meaningful action, writes Harvey Naglie
A better solution is to start a compensation fund, writes lawyer Joseph Groia
Here’s your helpful guide to advising clients on a complex estate sales process
Behavioural design is no silver bullet, writes Harvey Naglie
High valuations and market concentration are headwinds for future returns
The strategy provides a low-cost method to pursue superior returns over the long run
Financial advisors can address property challenges, encourage clarity in wills
Capitalize on opportunities in bonds, the energy transition and innovation
Optional returns may reduce or eliminate your client’s taxes
Advisors can play a key role by educating clients about the historic — not hyped — investment opportunities
Here are seven steps for advisors
Editorial: Last-minute policy reversals undermine an already fragile trust between tax authorities and the public
Bank of Canada and the Fed strive to keep inflation at bay without tipping the economy into recession
CEO Ken Rae sells his stake but stays on as key leader
The Liberals’ re-election prospects look promising thanks to the co-operation of Big Pharma
Why the energy transition still matters
Hint: it has nothing to do with how frequently these investments are priced
We can’t rule out a future change to the capital gains inclusion rate, but Ottawa has reversed course for now
If CIRO caves to industry pressure to use restricted funds for the data breach, the self-regulatory model must be reconsidered
It’s a $100-million question without clear answers
This is a structural mismatch the industry has been slow to confront and that some commentators appear eager to deflect