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February 2025

News

Junk fees, open banking and more proposed for the regulator’s next fiscal year

CTO Simon Roy says the technology will enable a more personal client experience

Leaving Canada means planning for departure tax, transfer of non-registered assets

Target-date funds are a hit in the group retirement business — why not in the ETF market?

Buyers must be prepared to compete on price, but fit is also important

Big returns from the Magnificent Seven, and elsewhere

Private equity, hedge funds and other alternative investments are having a moment. Advisors need to catch up

Key measures are extension of 2017 tax cuts, revenue from tariffs

Firms spend millions on back-office technology, but not all advisors are buying in

Finding support in the financial services industry is harder than it should be, new advisors say

Referrals are key for getting startup firms off the ground

Focus on Products

Accelerate is the first in Canada to launch an ETF that provides indirect exposure to private assets through BDCs

Comment & Insight

Opinion: Failure to adapt risks leaving the nation behind

Editorial: Independence has become a loaded term, with no consensus around what it really means

Building Your Business

Be honest, transparent, consistent, advisors say