Execs want new Bank of Canada governor to maintain status quo: survey
CPAs, CAs neutral on the appointment of Stephen Poloz
- June 3, 2013 June 3, 2013
- 08:00
Latest news in Industry News
2013 Dealers’ Report Card: Assante improves in 32 out of 34 categories
Steven Donald, president of Assante Wealth Management (Canada) Ltd., talks about the strategic changes that fueled Assante’s improvement in 32 out of 34 categories in…
- By: Steven Donald
- June 2, 2013 October 31, 2019
- 20:30
New time limits for B.C. civil lawsuits
Limitation Act harmonizes regime with other provinces
- By: James Langton
- June 2, 2013 June 2, 2013
- 16:30
Questionable tax assessment stands due to missed deadlines
In regretfully dismissing a taxpayer’s request to extend a deadline, the Tax Court of Canada commented on lack of simple fairness
- By: Patricia Chisholm
- May 31, 2013 May 31, 2013
- 14:10
Little impact on costs and quality from dark pool rules: report
The benefits of the new rules have been largely enjoyed by “lit” exchanges and high frequency traders
- By: James Langton
- May 31, 2013 May 31, 2013
- 11:40
Bitcoin exchange Mt. Gox introduces account verification
The new requirements come after U.S. prosecutors bring charges against virtual currency firm Liberty Reserve
- By: James Langton
- May 31, 2013 December 14, 2017
- 09:30
Brandes rebrands as Bridgehouse
New retail trade name splits marketing from investment management
- By: IE Staff
- May 30, 2013 May 30, 2013
- 15:30
Tax planning post-Budget 2013: What’s left?
Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, asserts that this year’s federal budget left many strategies still intact…
- By: Jamie Golombek
- May 30, 2013 January 21, 2018
- 13:40
Swiss banks’ U.S. tax dispute resolution costly, but necessary
Draft legislation would allow banks to negotiate individual closing agreements with the U.S. Dept. of Justice
- By: James Langton
- May 30, 2013 May 30, 2013
- 12:30
Avoiding E&O claims
The most common claims relate to a lack of due diligence by the advisor
- By: Megan Harman
- May 30, 2013 May 30, 2013
- 12:10
Deductibility of lump sum support payments
A lump sum paid to satisfy a court order for retroactive support is deductible, the Tax Court of Canada has ruled
- By: Patricia Chisholm
- May 29, 2013 May 29, 2013
- 16:15
Protect against privacy breaches
Advisors could face steep costs resulting from the loss of sensitive client information
- By: Megan Harman
- May 29, 2013 May 29, 2013
- 12:00
Solving the five main fears of investors
Michael Banham, vice president, wealth distribution, Sun Life Global Investments, discusses Sun Life research that examines the five main fears investors hold — longevity, inflation,…
- By: Michael Banham
- May 29, 2013 December 15, 2017
- 08:40
Fixing a flawed a design
Professional body needed to uphold financial planning standards, says FPSC chief
- By: Fiona Collie
- May 29, 2013 May 29, 2013
- 08:10
Insurers and the privacy of policyholders
A recent decision from the Supreme Court of British Columbia strikes a balance between client privacy and excessive burdens for insurers and their agents
- By: Patricia Chisholm
- May 28, 2013 May 28, 2013
- 16:05
Drawing retirement pay
Advisors can help clients understand what retirement income looks like
- By: Fiona Collie
- May 28, 2013 May 28, 2013
- 15:35
Fiduciary duty costly for dealers, advisors
The costs would sink many small dealers, and advisors would be more vulnerable to lawsuits, lawyer says
- By: Megan Harman
- May 28, 2013 May 28, 2013
- 13:45
AIMA warns of OTC derivatives market fragmentation
Policy paper sets out key areas where, deeper co-ordination between U.S. and European regulators is needed
- By: James Langton
- May 28, 2013 May 28, 2013
- 08:30
Looming wave of retirees needs help from advisors
Focus the retirement planning conversation on four keys areas
- By: Megan Harman
- May 28, 2013 May 28, 2013
- 07:00
Deposits protected during bank failures, says CDIC
Investors and creditors, not insured depositors, would bear the cost of a bank “bail-in” recapitalization plan
- By: Megan Harman
- May 27, 2013 May 27, 2013
- 16:15
Watch out for signs of money laundering
Four signals that a client may be involved in money laundering
- By: Fiona Collie
- May 27, 2013 May 27, 2013
- 16:05
PlanPlus announces Global Financial Planning Awards
Winners of the competition will receive a trip to FPA Experience in Orlando
- By: IE Staff
- May 27, 2013 May 27, 2013
- 15:30
CRA must play by the rules
A recent test case from the Federal Court says the CRA can’t use delayed assessments to discourage the use of tax shelters it doesn’t like
- By: Patricia Chisholm
- May 27, 2013 May 27, 2013
- 15:15
2013 CIFPs conference preview
Keith Costello, president and CEO of the Canadian Institute of Financial Planners, gives a preview of issues to be discussed at this year’s conference including:…
- By: Keith Costello
- May 27, 2013 January 21, 2018
- 14:55
RBC loses bid to make two U.S. banks pay for fraud losses
Court rules RBC was better placed to suspect fraud
- By: James Langton
- May 27, 2013 May 27, 2013
- 13:20