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Tuesday May 17, 2022
Financial news you can use
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Anti-flipping proposal may get bogged down with exemptions
News
Anti-flipping proposal may get bogged down with exemptions
Nonetheless, the budget proposal would provide clarity to the Canada Revenue Agency
May 9, 2022
Tougher rules for complaints reporting draw criticism
News
Tougher rules for complaints reporting draw criticism
Investor advocates want even stricter rules, but industry groups raise concerns about timing and jurisdiction
May 16, 2022
Beware the narcissistic fund manager
News
Beware the narcissistic fund manager
Research finds narcissists take more risks and deliver lower returns
May 16, 2022
Freedom and leadership drive advisor satisfaction
Brokerage Report Card
Freedom and leadership drive advisor satisfaction
May 16, 2022
How many investment advisors are in teams
Brokerage Report Card
How many investment advisors are in teams
May 16, 2022
Brokerage Report Card
Brokerage books gain significant value
Growth was due to flows in financial assets and rising markets rather than expanding client bases
May 16, 2022
Brokerage Report Card
Simple and steady wins the grid race
Pay has remained important to financial advisors, who value straightforward grids
May 16, 2022
Brokerage Report Card
Firms must invest broadly in financial planning resources
Technology investment alone is not a panacea
May 16, 2022
Brokerage Report Card
Back-office woes in a remote-working world
Firms are investing in support systems for a hybrid future
May 16, 2022
Brokerage Report Card
Advisors adjusting to impact of CFRs
The key to success is providing ongoing support and system adjustments
May 16, 2022
Building Your Business
What true diversification means
Duane Ledgister likes alternatives for his business-owner clients
May 16, 2022
Focus on Products
Fixed-income diversification helpful in rising-rate environment
Two advisors share how they would set up a portfolio for a $10 million windfall
May 16, 2022
Focus on Products
A lower-fee format for target-date funds
Toronto-based startup enters the market with target-date ETFs but faces large, established competitors
May 16, 2022
Comment & Insight
Is that all for capital markets modernization?
May 16, 2022
Comment & Insight
Legault may benefit from Montreal vote-splitting en route to re-election
May 16, 2022
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