No better time for in-kind donations
Surging markets and charities in need create a planning opportunity
- By: Rudy Mezzetta
- December 6, 2021 January 4, 2022
- 09:00
Latest news in News
2022 outlook mixed amid renewed pandemic uncertainty
Economic growth for the next few years looks healthy, if bumpy
- By: Catherine Harris
- December 6, 2021 December 10, 2021
- 08:50
OSC efforts undermined by lobbying and politics, says audit
Report casts doubt on regulator’s independence
- By: James Langton
- December 3, 2021 December 31, 2021
- 13:47
OBSI under the microscope, again
Little action has been taken since previous review in 2016
- By: James Langton
- November 22, 2021 November 19, 2021
- 00:15
Sun Life clients get access to independent life agents
Move sparks discussion about captive model and compensation
- By: Michelle Schriver
- November 22, 2021 November 19, 2021
- 00:14
A steady hand at the IIAC helm
Amid “lightning fast” industry transformation, Laura Paglia looks to deal with issues such as technology, regulation and ESG
- By: Katie Keir
- November 22, 2021 November 22, 2021
- 00:05
Proposed prospectus exemption raises alarm
CSA proposal could lead to more pump-and-dump schemes
- By: James Langton
- November 22, 2021 August 22, 2022
- 00:01
Broad support for new SRO
But stakeholders say board representation for financial advisors and smaller players is inadequate
- By: James Langton
- November 1, 2021 October 29, 2021
- 00:14
From cold calling to top honours
Jonathan Lin, this year’s IIAC Top Under 40 Award winner, began by phoning members of professional associations
- By: Leah Golob
- November 1, 2021 November 2, 2021
- 00:12
Manitoba hands over-65s the keys to their LIRAs
Only Saskatchewan takes a more liberal approach to locked-in accounts
- By: Michael McKiernan
- November 1, 2021 September 13, 2022
- 00:11
High-income earners need specialized advice
As taxes on the wealthy increase, strategies such as diversifying income sources and income splitting can be beneficial
- By: Jeff Buckstein
- November 1, 2021 October 29, 2021
- 00:10
Liberals’ tax proposal tracker
Find out the status of the proposals and promises that matter to your clients
- By: Melissa Shin
- November 1, 2021 December 1, 2021
- 00:07
Year-end tax tips
Dec. 31 is a significant deadline for many tax strategies
- By: Jeff Buckstein
- November 1, 2021 October 29, 2021
- 00:05
New Ontario securities law to reset regulatory balance
“Platform” legislation would grant the OSC broader rule-making power
- By: James Langton
- November 1, 2021 October 29, 2021
- 00:04
Landmark transparency deadline looms for trustees
New rule changes will pierce the privacy enjoyed by trusts that hold family cottages and other assets
- By: Michael McKiernan
- November 1, 2021 September 13, 2022
- 00:03
Client education key to TFSA compliance
Investors who make honest mistakes can receive harsh penalties from the CRA
- By: Michael McKiernan
- November 1, 2021 September 13, 2022
- 00:01
Disclosure reforms draw praise, concern
Investor advocates and law firms worry about inadequate reporting
- By: James Langton
- October 12, 2021 August 22, 2022
- 00:09
The taming of the crypto
Regulators are slowly bringing the sector to heel
- By: James Langton
- October 12, 2021 October 13, 2021
- 00:07
Re-elected Liberals look to raise revenue
Some experts believe the feds could hike capital gains rate
- By: Rudy Mezzetta
- October 12, 2021 October 8, 2021
- 00:01
Client ID proposal raises industry ire
The IIAC suggests regulators pay for system changes
- By: James Langton
- September 20, 2021 September 21, 2021
- 00:12
Cap on DTC consulting fees may hurt applicants
New regulations take effect Nov. 15
- By: Rudy Mezzetta
- September 20, 2021 September 17, 2021
- 00:10
Newsmaker: Desjardins Group’s chief economist envisions growth across Canada
Jimmy Jean, who became chief economist in May, anticipates the economy will grow by 4.9% in 2021
- By: Leah Golob
- September 20, 2021 September 17, 2021
- 00:09
A good recovery for financial services
Profit Survey: Despite the strong results, only three companies were optimistic enough to increase their dividends
- By: Catherine Harris
- September 20, 2021 September 23, 2021
- 00:02
More protection for bank customers coming next year
The reform addresses concerns regarding retail sales tactics
- By: James Langton
- September 20, 2021 September 17, 2021
- 00:01
Banks unfazed by success of independent brokerages
Advisor-owned firms have added billions in AUA by poaching advisors from banks
- By: Greg Dalgetty
- August 30, 2021 August 31, 2021
- 00:13