New studies suggest that mutual funds with more than one portfolio manager tend to perform better
Even perfection may not be enough to save you from an angry client who is threatening litigation. But there are several habits and procedures that go a very long way toward protecting you from liability when things go sour
With a new "best interests" standard being discussed and more clients willing to complain about losses, advisors need to assess their litigation risks
Acquiring shares for cancellation can never be to gain income from the business, court says
Former Atlas Cold Storage CEO not allowed deduction for legal fees because they were not to protect income from business
Financial advisor Patricia McLean has lost her bid to avoid multiple sanctions by provincial securities commissions
Judges are willing to entertain cases for matters that extend beyond Canada’s borders if investors here suffer losses
Court: The insured who tried to bar his brother from inheriting the insured's estate should have used more precise language
A couple who retired early, based on advice from insurance advisors they later claimed was flawed, have lost their lawsuit
Following a series of recent, significant judgments, it has become crucial to know where your clients' trusts are actually managed. Failure to stay on top of the new rules could result in higher than expected taxes on assets held inside these trusts