AMT changes left out of legislation
Feds may be reviewing elements after pushback related to charitable giving
- By: Mark Burgess
- November 30, 2023 November 30, 2023
- 10:27
Feds may be reviewing elements after pushback related to charitable giving
Investor survey highlights risks of confusion over titles and proficiency
New regime requires every advisor involved in a reportable or notifiable transaction to make their own disclosure to the CRA
Regulators propose long-awaited reforms to enhance industry dispute-resolution system
In other news, two advisor teams joined Richardson Wealth's new Victoria-based office
Staffing issues led some employers to work more hours, reduce hours of operation and refuse services contracts
FCA to require companies to set aside capital for investor redress
Swing to surplus in goods trade curbs deficit, led by higher oil prices
High bond yields and weak forecast for equities make conservative portfolios more attractive
Case involves appeal of a lower-court ruling that threw out stiff financial penalties imposed on hedge fund manager
Bank of Canada survey suggest top concerns are privacy and low levels of trust in institutions to protect personal data
Chip, software companies up as 'bargain hunters' step in
Rents are still 12.9% higher than levels seen before the Covid pandemic
They rose 2.3% in 2025, while business insolvencies fell by 21.8%
Unique provision aims to balance interests, provide greater certainty
Agency seeks feedback on new due diligence standards, enforcement
Regulators flag retail investor issues, market structure, resilience for 2026
187 mutual funds, 117 ETFs and 114 seg funds were recognized
GoSmart targets newer investors, excludes mutual funds, GICs, bonds, options
Plus, GreenShield buys Kii Health's Canadian mental health services segment
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