A nasty eye-opener
Performance disclosure may be unsettling for clients and advisors
Performance disclosure may be unsettling for clients and advisors
Fund portfolio managers are bullish on the outlook for gold-mining stocks
Separating safe and riskier investments
Toronto-based NEI Investments, a division of Northwest & Ethical Investments LP, has introduced Montreal-based Addenda Capital Inc. as subadvisor to NEI Ethical International Equity Fund.…
Toronto-based Mackenzie Financial Corp. has formed a new team that will focus on emerging markets. The Mackenzie global emerging markets team, based in Singapore, will…
Toronto-based Franklin Templeton Investments Corp. will merge six corporate-class funds into other funds because of tax changes announced by the federal government in 2013. Pending…
Toronto-based Invesco Canada Ltd. is closing Trimark Canadian Small Companies Fund to new investors, effective Oct. 8. The fund’s closure is intended to protect the…
One of the goals of Brian Peters, chairman of IFIC, is to promote financial literacy among Canadians
AGF's appointment of Kevin McCreadie as president and CIO is an indication of where the fund giant's priorities lie
A new publishing tool from Mountain View, Calif.-based LinkedIn Corp. promises to change the way financial advisors communicate with both their existing and prospective clients.…
Jane Ambachtsheer, partner and global head of Mercer LLC’s responsible investment business, has been named to the 2015 Clean 50. This annual award, managed by…
Guy Lemoine has been appointed to the board of the Canadian Foundation for Advancement of Investor Rights (a.k.a. FAIR Canada). Lemoine, a lawyer, is a…
Although an appeal court found advisors and their firm had breached KYC rules, the investor could not keep initial gains
Advisors encourage savings, which boost long-term economic growth
Fingerprints and voice recognition will be available to clients who want additional security for their mobile banking
Advisors can help engage clients who are interested in RI
Dealers are in favour of certain CSA proposals that would reform market structure markets are strongly against them
Anita Anand has been appointed fellow-in-residence at the Toronto-based C.D. Howe Institute. Anand, a professor in the University of Toronto’s faculty of law, was the…
Banks may want to review consumer lending documentation
T1135 is more than just a form. The new rules for reporting more details about foreign property are inconvenient, but must be taken seriously
A registered education savings plan is a great way to save for a child's post-secondary education. However, you should take advantage of the Canada education…
Three taxpayers recently found out that, whether or not they made mistakes on a technical rule, tried to game the system or got caught up…
Now that the IRS has new powers to track taxpayers who live outside their country, it is especially important to track changes in the U.S.…
The federal government is curbing the use of testamentary trusts as tax-saving vehicles for affluent families. However, there still are many uses for these trusts.…
There are various federal tax credits and deductions available for clients who are raising families
The tax treatment of a settlement involving investment losses depends on whether the payment replaces ordinary income, covers personal injury or is considered a windfall
Although half of the provinces in Canada made no changes to their taxation regimes, the other half took a different approach by either increasing or…
After the U.S. started an aggressive campaign to corner its offshore tax cheats, many other nations followed suit. Now, there are fewer and fewer safe…
The list of costs your clients can claim can change from year to year - and vary among provinces. Clients who test the limits with…
The IIAC, IFIC, CLHIA and PMAC are recommending that the federal government make important changes in next year's federal budget. Most suggestions are focused on…
The Department of Finance Canada has proposed revisions to the tax rules that limit how much clients can hold in the cash portion of their…
Now is a good time to review strategies - such as those involving charitable donations and TFSAs - that are affected by the end of…
Recent stock market growth has probably resulted in capital gains for many of your clients. Knowing how best to deal with the tax consequences of…
American taxpayers who own Canadian investment funds may be subject to U.S. taxes
Can securities regulators be trusted to judge the adequacy of transparency when they fail to be transparent themselves? One of the central articles of faith…
Despite a sorry history of negative news and misrepresented membership numbers, the bike-sharing service is worth saving
Nova Scotia's aging industrial base seems to be past saving. Other, low-tech alternatives need to be explored more fully
Justin Trudeau is likely to follow in the footsteps of Jean Chrétien and Paul Martin
Upgrading Alberta’s electricity transmission lines to keep pace with a fast-growing province generated bitter controversy lasting almost a decade. Then, one day a few months…
Despite growth in dividend payments, a late bull market phenomenon is punishing the price of dividend-paying stocks
The aging of the baby-boom generation will see the market for retirement residences rise to unprecedented heights by 2033
When GDP and inflation perk up, so will bond interest rates. For now, getting paid little is the cost of prudence
Daryl Charanduk shares tips that keep clients and regulators satisfied
Those who fail to comply with CRM2 could face discipline
With many financial products not subject to CRM2, some experts say the new rules may be extended
Sort out the difference between Fund Facts and CRM2
Everyone, from client-facing advisors to ceos, needs to get the necessary training to be ready for CRM2
Organizational change isn't easy. But CRM2, in particular, requires an approach that is seamless
The new rules require a lot of number crunching and record-keeping. A variety of digital tools are now available
Many firms are developing guidelines and forms for advisors to talk to clients about the costs OF their investments
Discussions about fees will require a new approach under CRM2
The new regime will mean more data gathering, more written reporting and more in-depth conversations with clients
After a decade of push and pull between regulators and the industry, fundamental change is here
Branches deliver “high-touch” services
Investor advocates call for changes
Ontario regulator says advisors may be on the wrong side of the rules
