Costs facing kids weigh on boomers
The expenses of weddings and child care are top of mind
- By: Tessie Sanci
- July 28, 2016 November 9, 2019
- 23:50
Latest news in News
Uncovering underserved insurance markets
TC Media/Credo survey shows that life insurance is less popular with certain groups
- By: Tessie Sanci
- June 23, 2016 November 9, 2019
- 23:20
Profit Survey: Steady, at least for now
Low oil prices have taken a toll, with diversified firms faring better than those with fewer revenue streams
- By: Catherine Harris
- June 23, 2016 October 30, 2019
- 23:20
New global tax information exchange
The Common Reporting Standard will require firms to identify clients who are tax residents of foreign countries
- By: Rudy Mezzetta
- June 23, 2016 October 30, 2019
- 23:20
Firms woo former Scotia advisors
Advisors from other banks show interest in jumping ship
- By: Rudy Mezzetta
- May 20, 2016 October 30, 2019
- 00:00
Insurance: Funds offered
Financial Horizons Inc. plans to become a full-service financial services institution
- By: Megan Harman
- May 19, 2016 October 30, 2019
- 23:55
A mixed bag of provincial budgets
The oil shock is hitting producer provinces hard. But in B.C., the lower C$ and population growth are driving prosperity
- By: Catherine Harris
- May 19, 2016 October 30, 2019
- 23:45
Playing matchmaker
A new firm aims to find the right fit between fee-only advisors and clients. But FAIR Canada wants more oversight
- By: Fiona Collie
- May 19, 2016 October 30, 2019
- 23:45
Making the client relationship personal
Recent TC Media/Credo consumer survey finds that personal relationships greatly deepen the bonds that form with advisors, including a willingness to provide referrals
- By: Tessie Sanci
- May 19, 2016 November 9, 2019
- 23:45
Compliant tax professionals, fear not
Tax accountants and lawyers could be the subject of heightened scrutiny from the Canada Revenue Agency (CRA), as the tax authority joins its global peers…
- By: Rudy Mezzetta
- April 21, 2016 October 30, 2019
- 23:00
Robo-advisors diversify their offerings
Robo-advisors may be relative newcomers to Canada’s financial services sector, but these firms are beginning to offer expanded slates of specialized investment products. Recently, for…
- By: Fiona Collie
- April 21, 2016 October 30, 2019
- 23:00
Outdated IT systems an unwanted legacy
Upgrading technology systems is expensive, but continuing to use outdated tech could present big risks for financial services firms
- By: donalee Moulton
- April 21, 2016 October 30, 2019
- 23:00
Alberta, Newfoundland on different tracks
Alberta has the luxury to run deficits Newfoundfland and Labrador already has significant debt
- By: Catherine Harris
- April 21, 2016 October 30, 2019
- 23:00
OPR on slate of revised rules
Canada’s equities markets have been transformed over the past couple of years, with the launch of new trading venues and novel execution models. Now, regulators…
- By: James Langton
- April 21, 2016 October 30, 2019
- 23:00
Money worries tarnish golden years
Many of your older clients fear outliving their nest eggs in retirement
- By: Tessie Sanci
- April 21, 2016 November 9, 2019
- 23:00
Raising the bar on “best execution”
Most firms welcome more transparency, but many are concerned about rule clarity and documentation
- By: James Langton
- April 21, 2016 October 30, 2019
- 23:00
Newsmaker: Making credibility count
DBRS, a Canadian institution for 40 years, is now U.S.-owned, run out of New York and on an expansion drive. But the new head of…
- By: Rudy Mezzetta
- March 27, 2016 October 30, 2019
- 23:00
Communicating risk
New disclosure rules may be here, but there is still lack of agreement on how investment risks should be measured
- By: James Langton
- March 27, 2016 October 30, 2019
- 23:00
Risk and exempt-market investing
The new rules that have opened the exempt market to retail investors also offer enhanced investor protection
- By: Dwarka Lakhan
- March 27, 2016 October 30, 2019
- 23:00
Profit survey: Cracks begin to show in Q4
The big banks are starting to feel pain as a result of low oil prices and may have to cut dividends or raise more capital
- By: Catherine Harris
- March 27, 2016 October 30, 2019
- 23:00
Exempt-market investing limitations
Rule changes create opportunities, but they may not be available or suitable
- By: Dwarka Lakhan
- February 26, 2016 October 30, 2019
- 00:00
Pulling the curtain on “closet indexers”
The allegation that so-called "active portfolio managers" are simply hugging the index is not new, but becoming increasingly important
- By: James Langton
- February 26, 2016 October 30, 2019
- 00:00
Securities enforcement activity on the rise
Canadian regulators levied much more in monetary penalties and ordered more disgorgement and compensation in 2015
- By: James Langton
- February 26, 2016 October 30, 2019
- 00:00
Pension gap growing, report says
A large proportion of middle-income Canadians nearing retirement are at risk of sliding into poverty. And this problem is expected to balloon in the coming…
- By: Wendy Cuthbert
- February 26, 2016 October 30, 2019
- 00:00