Latest news in News

Debate on governance proposal

Some groups are against the CSA's proposed easing of rules for determining corporate directors' independence

Portrait of Robert Dumas

Dumas heads Quebec’s Top 25

The resident of Sun Life Financial Inc.’s Quebec division, has been named 2017 Financial Personality of the Year


The right balance was key for seg funds

Some firms with smaller seg fund families - especially RBC, Sun Life and Co-operators - outperformed in 2017

Businessman calculating and checking articles of agreemen

Fee cutting accelerates

Recent reductions by major mutual fund firms range from 5 bps to 55 bps

Office buildings in Toronto’s financial district

A major transition

Many MFDA-licensed advisors are taking another look at IIROC

SROs focus on key issues

Are firms shifting clients into lower-cost funds as appropriate?

Explaining RRSPs and TFSAs is key

Canadians who work with an advisor are much more likely to take advantage of tax-registered plans such as RRSPs and TFSAs

Stock-pickers had a hit-or-miss 2017

Several key factors affected the relative returns of some mutual fund families

businessman with binoculars

Outlook 2018: Bright year ahead for industry

But economic issues and sector-specific challenges remain

Newsmaker: A commitment to the profession

Jim Virtue wants financial advice to be a profession and for Advocis to be at the heart of that profession

Jury’s out on bitcoin

Investors and advisors should go “beyond the headlines and the hype”

Seg funds targeted

New disclosure for seg funds to be aligned with mutual funds’ rules?

Capacity is crucial for will preparation

Court ruling shows the need for independent professional advice in cases in which a client's mental state is questionable


Strong relationships drive client loyalty

Advisors with Raymond James, DS and IPC received some of the best ratings from their clients, according to new research

Outlook 2018: Moderate growth

Canada’s growth expected to return to a more sustainable pace

Insurance: The struggle with CI

Changes to CI Insurance come at a time when sales have stalled

Ottawa Canal at night

Provinces line up for fight over CCMR

Canada's top court will weigh in yet again on new national regulator

Profit Survey: Boom times drive growth

But Brookfield's recent substantial expansion has resulted in a drop of 50.9% in earnings, bringing down the sector's overall growth

CRM2 disclosure is having an impact

CRM2 has raised investors' awareness regarding how much they pay for advice and how financial advisors are paid

A magnet for misuse

IIROC proposal raises concerns

Manulife drops LTC

Hybrid concept could be more appealing than LTC insurance

Mutual Fund Manager of the Year: Focusing on the “tails”

Fidelity portfolio manager Mark Schmehl has outperformed consistently

More ETF options for mutual fund reps

Some robo-advisors are adding platforms and partnerships to make offering ETFs to clients much easier for mutual fund advisors

Newsmaker: Taking an independent approach

After 25 years with an insurance giant, Michael Stanley now oversees day-to-day operations at Sterling Mutuals

TFSAs gaining favour

As TFSAs surpass RRSPs in popularity, both vehicles have their place in retirement planning