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Concept of entering 2023 with uncertainty

New SRO era dawns with many blanks left to fill in

The Canadian regulatory landscape will be fundamentally altered in 2023

Person looking at grocery bill / concept of thrifty shopper

Making a case for “no frills” investment advice

Canada could learn from a U.K. proposal

Earth surrounded by foam / concept of volatility

Outlook 2023: Sluggish growth and volatile markets

Investors may experience more pain, at least in the first half

Portrait of advisor HyunHo Sohn

A contrarian approach to markets

Mutual Fund Manager of the Year HyunHo Sohn built a career out of finding companies the market has underestimated

Exterior of the federal Reserve building in the US

Investors coming to grips with horrific year for bonds

Stubbornly high inflation limits the options

  • By: Rudy Luukko
  • November 21, 2022 November 18, 2022
  • 00:25
Smoke stacks spewing dark smoke

Regulators take aim at carbon markets

Voluntary structures lack governance and transparency, IOSCO charges

Man entering a foggy landscape with directional signs leading in every direction. Symbol of uncertainty.

Fund companies face uncertain future as risks pile up

Challenging markets have led to lower assets, sales

Portrait of Shiraz Ahmed

Cross-border expertise with a caring approach

Whether serving professionals who are moving across the U.S./Canada border or helping clients deal with a large inheritance, Shiraz Ahmed says listening to clients is…

  • By: Leah Golob
  • November 21, 2022 November 18, 2022
  • 00:22
Close up of businesswoman using calculator while going through financial bills.

New taxation formula for ETFs to take effect this year

ETF investors' tax bills for the 2022 tax year could be higher than under the previous formula

Woman pointing to wind turbines on large screen

Call for harmonious climate disclosure

Approaches of CSA, ISSB and SEC have fundamental differences

Photo of road signs of Bridge to Canada and USA Port Huron

Cross-border tax guide

What you need to know when advising American clients in Canada

Keyboard with a large key that says "fourth quarter"

Q4 is a critical time for realizing tax benefits

Make sure clients are aware of these key deadlines before the end of the year

face mask with map of world printed on it

Global economy faces bout of long Covid

Monetary and fiscal policy struggle with the pandemic's fallout

Beautiful caucasian elderly couple in the park in autumn

CRA clarifications boost the case for joint partner trusts

Ability for both spouses to contribute independently opens up more possibilities

Photo of a "for rent" sign outside of a house

Beware this tax hit when converting a home into a rental property

Clients should tread carefully if they change the intended use of a building or residence

Portrait of Luke Gould

Building funds for all seasons

Mackenzie's new president and CEO says advisors are looking for alternatives as rising prices and interest rates threaten traditional returns

Advisors could be caught in CRA’s expanded mandatory disclosure net

New rules lower the bar for reporting aggressive tax-planning techniques

Architecture of the colorful houses on the steep streets of St John's, Newfoundland, Canada

Feds’ housing strategy runs headlong into market correction

Tax proposals such as the FHSA unlikely to address affordability issues, experts say

Advisor with clients

Warn clients about new trust reporting rules

Simple arrangements such as joint bank accounts could be caught

Saskatchewan Legislative Building in Regina

Saskatchewan: Beacon of investor protection?

Province debates scrapping product-focused approach to advisor title standards

Close up of Business people shaking hands, finishing up meeting, business etiquette, congratulation, merger and acquisition concept

SRO merger offers a host of advantages for dual-registered firms

How the new self-regulatory organization will handle fees, advisor incorporation, rule harmonization and more

Stormy waters

Retail brokerages weathered a rough second quarter

The segment fared much better than large integrated dealers and institutional boutiques

Parliament Teepees

Capital markets wading into reconciliation efforts

Indigenous-led economic strategy calls for mandatory disclosure

  • By: Melissa Shin
  • September 19, 2022 September 19, 2022
  • 00:17
Concept of businessman with good work ethic.

For shame: Reputation risk spurs banks to pay compensation

Binding authority once again recommended for banks' dispute-resolution system

Portrait of Geoff Newton on left and Meaghan Meger on right

Market complexity adds to the allure of holistic planning

Newsmakers: Geoff Newton and Meghan Meger of BMO Private Wealth say clients are less interested in spreading their business over several institutions