Reps of the government agency fielded queries about taxation and cross-border issues at STEP roundtable
The RBC Canadian Discount Bond ETF began trading Wednesday
Human advisors could benefit from adopting a robo approach, report suggests
New rules for U.S. brokers came into effect on Wednesday
MD Financial reports that only one-third have concrete plans and goals for retirement
Tensions between the U.S. and China will likely manifest over the long term, says a National Bank report
Positive factors cited include oil recovery and jobs growth
Seniors are pressured to invest in a tech company
Report warns homebuyer initiatives could increase household debt
Employer plans, OAS and GIS were the least understood topics
Bigger contribution from IGM offset by lower earnings from life insurance companies
Rep recommended and implemented extensive margin use for two retired clients
Fiera will distribute Natixis investment strategies to Canadian clients