Barry McInerney’s reset
The former financial services CEO left his mark — and he’s not done yet
Latest news in News
Independent dealers tackle CIRO mandate
SRO consolidation helps level the playing field for firms
- By: Michelle Schriver
- September 15, 2025 September 15, 2025
- 12:02
Manulife Wealth’s ‘significant transformation’
CEO Richard McIntyre is facing backlash on technology rollouts and new advisor fees
- By: Jonathan Got
- September 15, 2025 September 15, 2025
- 12:00
Bruce Sellery is on a mission
The long-time financial journalist is re-envisioning Credit Canada
- By: Kevin Press
- June 10, 2025 October 9, 2025
- 11:00
Addressing ‘technically weak’ tax assessments
Nearly a decade post-review, objections continue to take a toll
- By: Michelle Schriver
- June 1, 2025 June 10, 2025
- 00:01
OSC agenda consultation is underway, and it’s packed
Junk fees, open banking and more proposed for the regulator’s next fiscal year
- By: James Langton
- February 7, 2025 February 9, 2025
- 15:20
As iA moved early on AI, ‘everybody was at the table’
CTO Simon Roy says the technology will enable a more personal client experience
- By: Kevin Press
- February 7, 2025 February 9, 2025
- 15:19
Managing capital gains when moving to the U.S.
Leaving Canada means planning for departure tax, transfer of non-registered assets
- By: Michelle Schriver
- February 7, 2025 February 7, 2025
- 15:15
Still off-target
Target-date funds are a hit in the group retirement business — why not in the ETF market?
- By: Barry Choi
- February 7, 2025 February 7, 2025
- 15:14
Buying a book of business? What you need to know
Buyers must be prepared to compete on price, but fit is also important
- By: Alisha Hiyate
- February 7, 2025 February 10, 2025
- 15:13
A banner year for equity mutual funds
Big returns from the Magnificent Seven, and elsewhere
- By: Catherine Harris
- February 7, 2025 February 10, 2025
- 15:12
Alternative universe
Private equity, hedge funds and other alternative investments are having a moment. Advisors need to catch up
- By: Noushin Ziafati
- February 7, 2025 February 24, 2025
- 15:11
The outlook for U.S. taxes under Trump
Key measures are extension of 2017 tax cuts, revenue from tariffs
- By: Michelle Schriver
- February 7, 2025 February 7, 2025
- 15:07
Stacking up
Firms spend millions on back-office technology, but not all advisors are buying in
- By: Kelsey Rolfe
- February 7, 2025 February 7, 2025
- 15:03
Mentors wanted for new advisors
Finding support in the financial services industry is harder than it should be, new advisors say
- By: Barry Choi
- February 7, 2025 February 7, 2025
- 15:02
New dealer firms face uphill recruitment battle
Referrals are key for getting startup firms off the ground
- By: Rudy Luukko
- February 7, 2025 February 7, 2025
- 15:01
Regulators consult on paying out disgorged money
Industry and investor advocates welcome OSC and CIRO proposals
- By: James Langton
- November 11, 2024 November 8, 2024
- 00:10
Banks’ efforts to cut financed emissions hit hurdles
Net-zero pledges are contingent on factors banks can’t control, research found
- By: James Langton
- November 11, 2024 November 8, 2024
- 00:10
Proposed CRA audit powers sound alarms
If proposals pass, CRA can impose harsh new penalties and compel taxpayer testimony under oath
- By: Rudy Mezzetta
- November 5, 2024 November 11, 2024
- 14:00
Sun Life earns $1.35 billion in Q3
The insurer had $1.51 trillion in AUM on Sept. 30
- By: Jonathan Got
- November 5, 2024 November 5, 2024
- 10:36
Advocis chairman plans for greater board bench strength
Al Jones exemplifies association’s focus on community, promises consumer advocacy
- By: Michelle Schriver
- October 15, 2024 October 14, 2024
- 00:08
Proposal to raise reps’ education gets mixed feedback
Industry support is broader for proposed exam-based model
- By: James Langton
- October 15, 2024 October 14, 2024
- 00:01
Manage capital gains tax changes as year-end approaches
High-net-worth and incorporated clients look for guidance on complex changes
- By: Rudy Mezzetta
- October 8, 2024 October 14, 2024
- 11:00
Rulebook rewrite sparks pushback
Industry at odds with CIRO’s proposals on maximum penalties and dispute resolution
- By: James Langton
- September 13, 2024 September 12, 2024
- 00:05
Avoiding double taxation when an incorporated client dies just got easier
Proposal would give executors more time to implement loss carryback strategy
- By: Rudy Mezzetta
- September 13, 2024 September 12, 2024
- 00:04