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Wednesday August 30, 2023
Canada Life
Gift or loan? Court case shows importance of documenting intentions
Comment & Insight
Gift or loan? Court case shows importance of documenting intentions
Property transferred to an adult child is presumed to be in trust unless proven it was intended as a gift
August 28, 2023
 
With stagflation forces afoot, real-asset allocation offers ballast
Equities
With stagflation forces afoot, real-asset allocation offers ballast
Vince Childers of Cohen & Steers says supply-side risks threaten market expectations for a return to low and stable inflation
August 29, 2023
 
Product roundup: CI releases private market fund-of-funds
Products
Product roundup: CI releases private market fund-of-funds
Plus, Horizons makes changes to its asset allocation suite
August 29, 2023
U.S. appeal court ruling could open door to crypto ETFs
Products
U.S. appeal court ruling could open door to crypto ETFs
Grayscale Investments won its challenge of an SEC decision
August 29, 2023
Dealers’ Report Card
What’s worrying retirees — and their advisors?
Firms need to address gaps in estate-planning support as cohort of elderly clients grows
August 28, 2023
Dealers’ Report Card
Dealers need to improve communication
Most of the firms assessed in the 2023 Report Card faced criticism for how they managed advisor feedback
August 28, 2023
Industry News
BMO earnings hit by severance, legal costs as it focuses on containing expenses
August 29, 2023
Industry News
Scotiabank loan growth slows on cautious approach, deposit focus
August 29, 2023
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