But half of HNW Canadians would like to talk with their advisors about the tax benefits of charitable giving as part of their tax planning…
Although the provinces have not moved yet on the effort to see the creation of an SRO for advisors, clients could help tip the scale…
The creation of an FSRA in Ontario and the rapid pace of regulatory change occurring on the investment side of the business has big implications…
Vulcan Digital Asset Services include a platform designed to enable the shift toward digital assets for households and businesses
Going to a fee-based structure has contributed to positive growth in AUM and revenue for advisors as well as increased clients’ satisfaction and trust in…
The association encourages remaining provinces to quickly move to make PRPPs available to their citizens
Excluding TFSAs from CRS reporting requirements better aligns CRS rules with those already in place for FATCA, making it easier for Canadian financial services firms
But while some may benefit from professional financial guidance, 26% are unsure of where to turn to get professional financial advice
With CEO Phupinder Gill set to retire at yearend, Terry Duffy, president and executive chairman, will take over as chairman and CEO
The independent financial services firm responds to speculation regarding its investment in Richardson GMP
C.D. Howe Institute says extended evaluation time for takeover bids benefits companies, shareholders
The purchase is a related-party deal as Centria is being bought from DJM Capital, a holding company that also controls Fiera indirectly
Several key changes to the terms of Aston Hill’s debentures will see Front Street partners compensated for additional dilution
The three lifecos have now centred their business in Canada around two business units: one focused on individual clients and another on group clients
The two firms signed a strategic agreement in which TMX Group’s listed company support division clients will have access to Solium’s cloud-enable services
The gamma factor – the discipline associated with longstanding financial advice and higher savings rates – is key to explaining the large difference in assets…
Compliance and regulatory concerns are the main reasons that companies give for not engaging on social media
Award-winning program covers basic banking, budgeting, taxation, developing a credit history, loans and fraud prevention
RBC report finds that DB pension fund investment managers, who saw positive results from Canadian and global equities, consistently beat their benchmarks in Q3
Brayman, who took home the AFS’s CFP Board Best Paper Award, was a previous recipient of the award in 2011
Quarterly Fidelity survey finds that advisors are also worried about interest rate hikes, portfolio management, market volatility and searching out yield and income
The acquisition of Grant Samuel Funds Management expands CI’s presence in global markets
Although 90% of advisors feel they have an obligation to their clients to create a succession plan, only 19% of advisors have a succession plan…
With investors being more informed, they are less likely to sue their advisors if their investments go south
And with most Canadians avoiding the topic of taxes until the New Year, now is an opportune time for advisors to help clients take advantage…