FSRA open to strengthening requirements for financial advisor title
Credentialing bodies also discussed putting clients first at regulator's annual conference
- By: Michelle Schriver
- March 4, 2024 March 4, 2024
- 17:31
Credentialing bodies also discussed putting clients first at regulator's annual conference
Abusive scheme exploited consultant exemption, regulator alleged
Anti-money laundering agency takes systems offline as a precaution
Green and social goals can operate hand in hand, report notes
Provincial regulator is attempting to identify hidden risks and set a baseline for business practices
Many forecasters anticipate the first rate cut to come midyear
The province has budgeted $72.7 million for housing
Regulators say company issued misleading news ahead of private placements
Analysis from Morningstar Direct also found that 2023 was the best year for Canadian sustainable fund performance relative to peers
The bonuses will total $15.2 million for advisors who stay until at least November 2026
The first-time home buyers' tax credit is unaffected
Scams and hacking down, but ransomware is resurgent, Chainalysis reports
Disappointing U.S. retail sales raise bets for more rate cuts
Housing starts forecast to drop to 247,000 this year as costs, inventories rise
Economists had expected a 0.4% increase
Alleged $213-million loan guarantee remains subject of dispute
U.K. agency brings first proceeding alleging illegal promotional activity
Agency found firm failed to report suspicious transaction
Date not reasonable for industry implementation, tax practitioner says
$10M capital gains exemption for sellers set to expire at end of this year
Aging client base, different registered accounts are changing how advisors see RRSP season
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
Fees, ease of access are key considerations for investors when selecting an ETF
Plus, National Bank changes diversified equity fund
Net monthly ETF inflows reach $22B in January: report