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Firms face flood of requests for home office expense forms 

Some firms concerned CRA’s employee expense policy could thwart return-to-office initiatives, EY Canada tax expert says 

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How Daniel Kahneman’s research influenced financial advice

Economist's findings helped advisors understand that people often make irrational decisions

announcement

New advocacy org for investment dealers launches

CEO is former managing director of IIAC

Court.

Desjardins sanctioned in MX settlement

Trader placed numerous potentially misleading orders in bond futures

jobless puzzle pieces

Labour market holding up, for now

Payrolls, weekly earnings, labour demand rose in January, StatsCan reports

The legislature in Ontario

Ontario expands vacant home, foreign speculation tax regimes

Province will encourage municipalities to set higher VHT rate for foreign-owned homes

diversity

Immigrants outworking those born in Canada

Positive workforce trends to cushion impact of aging population

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China to struggle to meet growth goals: Fitch

Continuing property market challenges to weigh on GDP growth

Apartment building

Cautious optimism for federal plan to let rent count toward credit scores

Canadian Bankers Association said it will assess the new policy when revealed

Hands in the air for questions

What we’ve learned from the Emerge ETFs saga

A year after an unprecedented cease-trade order, unitholders are still waiting for answers

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Vincent Fraser becomes president of Croesus

Fraser will enhance platform features, continue European expansion, provide talent opportunities

housing costs

Business leaders say housing biggest risk to economy: KPMG survey

Housing issues are forcing businesses to boost pay to better attract talent

right or wrong choice

SEC tightens robo exemption

Regulator aims to bolster investor protection, modernize rules

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What to know when advising Muslim clients

Challenges include product availability, proper portfolio construction

The slow work of converting social media followers to clients

Committing to a platform and showing your personality can help with prospecting

  • By: Mark Burgess
  • September 22, 2023 September 22, 2023
  • 08:35

Firm hopes to support younger advisors through new practice financing program

Richardson Wealth launched a flexible program earlier this year to fund internal succession plans

How to write a job posting for an assistant

Every job posting must answer three main questions