A new Department of Labor rule coming into effect means robo-advisors may not meet the obligations because of the online onboarding process they employ
Implementing strategies that reduce your client’s tax liability and reduce their professional advice fees are just as valuable as investment returns, argues Scott Welch
The move is part of a larger transition at the firm that will help new president and CEO Guy Cormier executive his vision
One recommendation is that firms should look to partner with fintech companies already in the market that can help them to catch up to today’s…
Specifically, advisors must first understand a client’s essential goals and aspirational goals before making any investment recommendations
The firm has almost doubled the number employees in its London office and strengthened its distribution and investment teams
The checklists on cognitive decline and financial exploitation will help advisors prepare for the challenges of working with aging investors
Female representation on boards only 20%, although Canada ranked higher in some areas
Gigi Wong, former director of capital markets operations for the OTPP, takes over the role of CFO for the alternative asset-management firm on Tuesday
The CRA has entered into more than a dozen contracts with whistleblowers under the Offshore Tax Informant Program in comparison with none at this point…
Ontario does not have jurisdiction over B.C. arrangement
IIAC’s priorities for the year include countering this major regulatory initiative, as well as the issues facing small and mid-sized dealers, rule harmonization and parallel…
With Michael Ptasznik leaving to join Nasdaq, Frank DiLiso will fill in on a temporary basis until a permanent successor is found
Office of the Taxpayers’ Ombudsman calls for better communication with taxpayers
IRS may close program that let some dual citizens off the hook
Private Banking 1859 increases its presence in Western Canada
The firm is reducing advisor recruiting and focusing on retaining top-performers
The organization is accepting nominations for the Fellow of FPSC distinction until June 30
Although the vast majority of Canadian parents save for their children’s education, many are concerned about how their kids’ educational costs will affect their own…
A separate deal with Encana is on track to close later this month
The big five dealers continue to dominate Canadian equity trading and research
The Supreme Court’s decision affirms solicitor-client privilege as “a principle of fundamental justice”
The province is calling on private sector businesses to establish a 30% target for women representation on their boards in wake of new Catalyst Canada…
Bringing up RI and what it represents is a good way to connect with demographics that are seeing their wealth increase, experts suggest
The life insurer’s 2018 Elite Producers’ Conference will be its last after a report from CLHIA advised that such conferences contribute to a “perception of…