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Market volatility
Research and Markets

Global fund managers poised to face turmoil

Diversification, strong financials underpin global asset managers: Fitch

Man signs a mortgage
Research and Markets

Mortgage renewals will strain Canadians, but most will manage: TD report

Delinquencies rising among non-mortgage borrowers

Industry News

EQB names Open Text CFO Chadwick Westlake as next CEO

Westlake, a former CFO of EQB, will assume the role effective Aug. 25

Canada U.S.
Products

U.S. withholding taxes demand careful ETF recommendations

Clients dodged a bullet when Section 899 was pulled from Trump’s tax bill — but they still must tread carefully

advisor and client meeting
From the Regulators

Bank reps under pressure to sell: OSC and CIRO

Research "showed a statistically significant association" between sales pressure and recommendations not in client interests

Retirees
From the Regulators

Pressure on bank reps is nothing new

Reps' concerns have been documented for years in IE's Report Card research

Hand putting Coins in glass jar with retro alarm clock for time to money saving for retirement
Industry News

Canadians need a pension dashboard: C.D. Howe

Senior fellow envisions a free tool that pulls data from government and private sources

Apartment building
Research and Markets

Rents easing across most major markets but many tenants not feeling relief: CMHC

Turnover rent gaps and long tenancies contribute to worsening affordability

succession planning
Industry News

Majority of clients have concerns about their financial advisor’s succession: study  

Market volatility, state of economy causing some independent advisors to delay their succession plans

Donald Trump
Research and Markets

Trump’s previous tariff push terrified the world economy. He’s betting this time is different

The president said the tariffs will kick in Aug. 1, via social media

Ontario
From the Regulators

OSC consults on Indigenous reconciliation

Regulator releases draft action plan on its vision for more equitable capital markets

Consumer concerns
Research and Markets

Households face growing financial strains

Insolvencies on the rise, led by the consumer sector, OSB reports

Large reels of thick copper wire stock photo
Research and Markets

Trump says he will hit copper imports with 50% tariffs

U.S. president also signals duties on pharmaceuticals coming within a year

Cross-border travel chill remains: StatCan

Canadians were still travelling in June, just not to the U.S.

Popularizing private credit may kill its appeal

As ETFs lure retail investors, private credit's advantages could be in peril

Canada Infrastructure Bank set to fall well short of 2028 investment target: PBO

Watchdog says bank will disburse less than half of $35-billion goal

ESMA calls for stricter scrutiny of crypto firms

Regulators should resolve risks upfront before firms get authorization, it says

CIRO tackles the dreaded account transfer problem

SRO proposes rule changes, calls for an industry-wide technological solution

FSB tackles leverage in the shadow banks

Global policy group details recommendations for dealing with risks to financial stability

FSRA imposed $1.7M in penalties in 2022–24

In its most recent fiscal year, the regulator commenced enforcement with proposed penalties of $2.8 million

RRIF proposal’s fiscal impact ‘relatively modest,’ but measure may no longer be warranted

Still, tax advisors suggest that some clients continue to wait to make mandatory minimum withdrawal

Industry moves

Hamilton ETFs names co-CEOs, plus new faces at Designed Securities, 3iQ and CIRO

Industry moves

Leadership transition at Odlum Brown; Bryce Walker tapped as CEO at CC&L Funds

Industry moves this week

Leadership changes at Desjardins, BMO Financial and CDPQ

Industry moves this week

New appointments announced at Wellington-Altus, Fidelity Wealth, PenderFund and Capital Group Canada

Product roundup: Lysander brings five new Canadian equity mutual funds to market 

Plus, fund changes from CI GAM, SEI Canada, Scotia Global Asset Management

Canadian ETF inflows on track to beat previous annual record: report

The equity asset class is driving the inflows in 2025 so far

Product roundup: RBC iShares launches ‘core’ ETF that invests in U.S. stock market

Plus, a new fund from Starlight Apartments; other firms make fund changes