The auditor general's recent report found the CRA is fulfilling its mandate to identify and prevent non-compliance
Books of business have risen significantly over the past year, and so has advisors' take-home pay. In turn, several advisors praised their firm for compensation regimes that are predominantly clear, transparent and fair
With CRM 2 on the horizon, advisors should make sure clients know the value of the advice they receive
Exit controls will soon be in full force at the Canada-U.S. border, creating a range of tax and immigration issues for snowbirds
As your clients get older, end-of-life issues become more real to them. A pre-retirement review presents the opportunity to revisit their estate plans and go over some key issues
Bank-owned investment dealers rule the roost when it comes to size and scope, but independent brokerages are praised for their ability to establish and maintain two-way communication with their advisors as well as for having an inclusive culture
Almost six in 10 survey participants are opposed to the introduction of a "best interest" standard for financial advisors
The elimination of non-resident trusts has generated debate among tax specialists about fairness in Canada's tax system
The CRA will permit streamlined reporting for the 2013 tax year