Tech roundup: U.S. software firm releases retirement planning tools
Also, Webull launches desktop platform
- By: Jonathan Got
- April 17, 2024 April 17, 2024
- 14:18
Also, Webull launches desktop platform
Crypto platforms get until Oct. 31 to meet CSA's interim rules
Government also allocates $60 million toward free financial advice
Central bank digital currencies will be classified separately, but also have new reporting standards
Maximum annual benefit is $2,400, and payments expected to begin in July 2025
Automatic tax filing pilot to benefit low-income Canadians
Feds propose Canadian Entrepreneurs’ Incentive
The death benefit has been doubled for some contributors
Budget 2024 provided details on how exiting business owners can qualify
Individuals can claim 80% of donation tax credit, up from previously proposed 50%
Higher new rate applies on gains above $250,000 for individuals, and all gains realized in corps and trusts
Government keeps $40-billion deficit from rising in annual budget
U.S. consumer inflation was most recently reported at 3.5%
'Hot print' from Micron Technologies boosted enthusiasm for tech stocks, says portfolio manager
Central bank sees slowdown in wage gains from collective agreements
Rise in benchmark short-term rate to 0.75% is aimed at curbing inflation
Accountant allegedly found assets used to lure investors to schemes
OSC forgoes monetary sanctions, amid bankruptcy, ongoing litigation
Execs that previously pleaded guilty in fraud case accept regulatory sanctions
Plus, Raymond James gains Richardson advisor, and promotions at BMO, CI GAM, Wellington-Altus and more
Provincial regulator can halt trading when misinformation circulates
QAFP exam has one more sitting before title protection transition ends
Plus, Wellington-Alus Private Counsel and Ninepoint Partners add new talent
Also, moves at Mackenzie Investments, Edward Jones Canada and the CSA
Plus, moves at BMO Private Wealth, Fiera Capital and CIBC GAM
Mutual fund, ETF AUM rose for the seventh consecutive month
Plus, other product launches and news, including more ESG fund terminations
More than 300 new products landed in 2025 — a new record