CRA to delay registered fee position “indefinitely”
This delay represents a win for industry associations and clients who pay fees on their registered plans from non-registered accounts
- By: Melissa Shin
- October 3, 2018 October 17, 2019
- 14:42
This delay represents a win for industry associations and clients who pay fees on their registered plans from non-registered accounts
CPA Canada report highlights governments’ disproportionate reliance on income taxes
CPAB reports big jump in the number audits with significant deficiencies over last year, calls for improved consistency
Having a group RRSP in place through employers made a significant difference in employees’ “confidence in their financial future,” new Nest Wealth study finds
Dow hits new record high
Shane Clifford will focus on global strategy and business development
Newly formed alliance will introduce digital platform for global investment data, research and analytics
The launch of IG Living Plan will enable the company to better address the needs of HNW clients
A late surge in long-term interest rates and increased strength in U.S. and international equity markets boosts pension health to an 18-year high
Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath
A Committee on Financial Services will supervise the agreement’s implementation in the U.S., Canada and Mexico
The current tax regime lowers demand for insurance and could impose added costs on government budgets
Available as mutual funds and ETFs, the new funds provide exposure to publicly listed global real assets
Precious metals action calms, while Dow Jones tops 50K
Report calls for action on data gaps, surveillance, leverage
Trade deficit remains unchanged amid shifting tariff policy, Fitch reports
Trust account used in fraud, misappropriation, Law Society finds
Policy failed to cover hedge fund investment that turned out to be a fraud
Firm allegedly touted stocks on social media, while selling its holdings
The honours will be presented Feb. 12, at the association's Embrace the Challenge event
Start with flexibility, tax efficiency, simplicity
Brokers, MGAs, software providers and TPAs set to evolve
Plus, moves at Our Family Office, Harvest ETFs, Manulife Wealth, Canada Life and more
Plus, Wellington-Alus Private Counsel and Ninepoint Partners add new talent
Also, moves at Mackenzie Investments, Edward Jones Canada and the CSA
Plus, National Bank changes diversified equity fund
Net monthly ETF inflows reach $22B in January: report
Plus, other firms launch new products, tweak their fund lineups