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Week of March 10, 2018
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From the Regulators
B.C. court awards couple $1.7 million in damages against the CRA
The court ordered $750,000 in punitive damages against the tax agency, saying that the charges never should have been brought
March 6, 2018

Research and Markets
Income sprinkling changes could affect many families adversely: PBO report
The changes could generate a tax windfall of about $400 million a year for Ottawa, parliamentary budget officer finds
March 8, 2018

Financial Planning
Women still need help understanding finances
FPSC study reveals that many Canadian women have “very little” knowledge about finances while more than half don’t have a written financial plan
March 5, 2018

Industry News
Volatility may cause clients to scrutinize fees
March 4, 2018

Products
Forstrong portfolios now available to DS advisors, clients
March 6, 2018

From the Regulators
CSA to step up rules on syndicated mortgages
March 8, 2018

Products
ETFs weather market sell-off
March 6, 2018

Industry News
Positive outlook for asset managers in 2018: Moody’s
March 5, 2018

In Depth

Special Reports
Women in Financial Services
A special report on the progress of women in financial services, from advisors who are building their own business to those moving up the corporate ladder
18 December 2017

Inside Track

David Reeve
Why human intelligence is more important than ever
Despite growing fear of the growing use of AI, evidence suggests it will serve as an aid to human interactions rather than replace these relationships
March 2, 2018

Newspaper: March 2018

News
Newsmaker: An advocate for change
The new head of Women in Capital Markets is well positioned to promote greater equality within the industry
March 1, 2018

News
Court case reveals risks in gifting assets
Setting up a trust or buying an insurance policy could offer protection for clients' families without putting assets at risk
March 1, 2018

Building Your Business
Should your client use a corporate executor?
Hiring a professional to administer the terms of a will can be expensive. But in cases involving a large, complex or potentially contentious estate, an experienced hand can be well worth the cost
March 1, 2018

Partners’ Place

Appointment Notices
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