Tribunal asked to pause OSC’s Bridging case
Lawyers for firm's founder seek adjournment amid unpaid legal bills
Top stories
Desjardins sells its shares in Fiera
Desjardins says the transaction "does not call into question our business relationship with Fiera"
Budget softens mandatory tax disclosure regime
While financial advisors are still subject to the rules, the budget change could undermine lawyers' Charter challenge of the regime
Statistics Canada reports dip in retail sales
February result weighed down by slumping fuel sales
- By: Canadian Press
Interest in cryptoassets increasing among firms and institutional investors: survey
Half of financial services respondents said they offered cryptoasset services in 2023, up from 41% in 2021
- By: IE Staff
More than 1 in 4 aging Americans don’t expect to retire: AARP
Nearly three-quarters are concerned about prices rising faster than incomes
Advisors face new U.S. fiduciary requirements
Labor Department finalizes fiduciary rule for retirement advice
- By: James Langton
BoC officials split on when to start cutting rates, summary shows
Some members thought bank should take its time; others were concerned about keeping interest rates high for too long
Bank of Canada should go it alone on rates: RBC
A weaker loonie won't necessarily stoke inflation, report says
- By: James Langton
U.S. election outcome looms large for Canada
Risk of a trade war, inflation, higher interest rates accompanies U.S. vote
- By: James Langton
Financial planning projections generally brighter in 2024
Canadian equities are projected to return 6.4% over the next decade, up slightly from last year
- By: Noushin Ziafati
Underused housing tax to generate $694 million: PBO report
PBO said the costs to administer the UHT could "significantly reduce" revenue generated
- By: Rudy Mezzetta
Canada’s investment funds industry can lead in diversity
The result will be greater creativity and resilience
- By: Andy Mitchell
Court certifies crypto class action against Binance
Suit alleges that retail investor trades violated securities law
- By: James Langton
Bare trusts still must file an underused housing tax return
April 30 deadline looms for 2022 and 2023 UHT returns
- By: Rudy Mezzetta
CIRO seeks stiffer enforcement sanctions
SRO proposes doubling maximum fines, toughening suspensions
- By: James Langton
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
- By: Melissa Shin
- June 20, 2023 June 20, 2023
- 06:00
How to write a job posting for an assistant
Every job posting must answer three main questions
- By: Todd Humber
- June 9, 2023 June 9, 2023
- 09:00
Invalid wills: How far is too far?