Why you should prepare clients now for the tax fallout from Covid-19
RIA survey finds women are more interested in D&I issues than men
FINRA study finds literacy is associated with future financial capability
TD Bank economists says Canada’s recovery is losing steam
Demographics represent yet another headwind for asset managers
U.K. regulator calls on firms to review products for value amid lockdown
Firm pursuing Canadian listing for SEC-registered digital tokens
New business strain was lower across all business lines due to a decrease in sales
The new wave of the pandemic weakened entrepreneurs’ outlook
Economist warns recovery could “grind to a halt in the fourth quarter”
Americans have been spending freely on goods while cutting back sharply on purchases in the service sector
Support for disclosure standards growing but reporting lags
Whistleblower gets over US$10 million for exceptional cooperation
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