HNW wealth levels reach another record high: report
Confidence in wealth management industry climbs, but firms have more to do to meet HNWI needs
- By: IE Staff
- June 18, 2014 June 18, 2014
- 13:00
Latest news in Industry News
Same-sex couples continue to face financial hurdles
Intestacy rules in several provinces do not provide for same-sex partners
- By: Megan Harman
- June 18, 2014 June 18, 2014
- 12:45
Spruce Credit Union wins at the Federal Court of Appeal
Tax decision affects 40 other B.C. credit unions
- By: Patricia Chisholm
- June 18, 2014 June 18, 2014
- 10:20
Forgiven loan leaves retired advisor with taxes owing
The advisor was not made aware by his firm that the retirement of the loan would create a taxable benefit
- By: James Langton
- June 18, 2014 June 18, 2014
- 09:45
Change to trust rules creates possible pitfall for new Canadians
The proposed elimination of the immigrant trust exemption has implications for new immigrants to Canada
- By: Rudy Mezzetta
- June 17, 2014 June 17, 2014
- 16:00
Feds consult on national strategy for financial literacy
First phase of consultations will focus on seniors
- By: IE Staff
- June 17, 2014 June 17, 2014
- 14:00
Tax decisions send a message: be reasonable
Recent judgments indicate that, while the CRA must be fair, taxpayers should temper their expectations
- By: Patricia Chisholm
- June 17, 2014 June 17, 2014
- 12:55
New IRS voluntary disclosure program coming soon
Relief expected for U.S. citizens living in Canada
- By: Rudy Mezzetta
- June 16, 2014 June 16, 2014
- 15:50
PPI rolls out insurance courses
New program combines sales ideas with technical know-how
- By: Megan Harman
- June 16, 2014 June 16, 2014
- 15:30
Standard Life receives VRSP licence
Insurer to administer Voluntary Retirement Savings Plans in Quebec starting July 1
- By: IE Staff
- June 16, 2014 June 16, 2014
- 11:00
Boomer remorse mounts over retirement planning: study
Nearly one-third of boomers don’t know what percentage of pre-retirement income they’ll need
- By: IE Staff
- June 16, 2014 June 16, 2014
- 09:45
RMCP allege investment scam raised $2.5M
Ontario senior faces 21 counts of fraud
- By: The Canadian Press
- June 11, 2014 June 11, 2014
- 15:00
Firms need to train advisors on social media
Although the vast majority of advisors have a LinkedIn profile, they may not be aware of the opportunity it represents
- By: Clare O’Hara
- June 11, 2014 June 11, 2014
- 13:15
OBSI shames small dealer
Byron Capital refuses compensation recommendation
- By: James Langton
- June 11, 2014 June 11, 2014
- 10:15
Canada’s largest corporate pension plans ready to de-risk: report
Plans on solid financial footing and open to asset allocation changes
- By: IE Staff
- June 11, 2014 June 11, 2014
- 08:00
Planning to work is not a retirement plan
Many clients may be unable to work through their golden years
- By: Fiona Collie
- June 10, 2014 October 21, 2019
- 16:50
Planners should keep pushing for official recognition: List
The FPSC is urging individual financial planners to get involved in lobbying for recognition as a profession
- By: Megan Harman
- June 10, 2014 October 21, 2019
- 15:40
CIFPs 2014: Critical issues and deadlines for clients
Jamie Golombek, managing director of tax and estate planning for Canadian Imperial Bank of Commerce’s wealth advisory services division, discusses upcoming critical issues, deadlines and…
- By: Jamie Golombek
- June 10, 2014 October 21, 2019
- 14:15
Testamentary trusts still valuable tools
Despite tax changes, these trusts can be useful in certain estate planning scenarios
- By: Megan Harman
- June 10, 2014 October 21, 2019
- 12:30
Pension assets up 5.8% in Q4
Surging stock market powers growth
- By: James Langton
- June 10, 2014 June 10, 2014
- 12:20
Surviving spouse key to successful wealth transfer
Report highlights potential pitfalls couples face when transferring assets to the next generation
- By: IE Staff
- June 10, 2014 June 10, 2014
- 11:10
Canadians unprepared for living longer
Advisors can help clients consider additional risks as they approach retirement
- By: Megan Harman
- June 9, 2014 October 21, 2019
- 15:35
Proposed class action against Scotiabank to proceed
Victims of identify theft and fraud by former bank employee are seeking damages
- By: James Langton
- June 9, 2014 June 9, 2014
- 12:50
Canadians expect to be debt-free by age 53: poll
Canadians see themselves debt-free two years sooner than a previous study
- By: IE Staff
- June 9, 2014 June 9, 2014
- 10:50
CMHC to stop insuring mortgages on million dollar homes
The agency will also stop insuring loans used to finance condo construction
- By: The Canadian Press
- June 6, 2014 June 6, 2014
- 11:15