The taxman is working with banks and others to do a better job of explaining the rules for TFSAs
Advisors across all industry channels report that they often struggle with out-of-date hardware, software that is not user-friendly, systems that aren’t well integrated or inadequate tech support and training
Canadian banks look abroad to diversify, cross-sell products and boost fee-based revenue
Withholding regime now set to begin in 2014
Advisors say that the banks and credit unions could be doing a lot better when it comes to tech tools and back-office support
Terry Campbell, now leading the Canadian Bankers Association, says the banking sector is well positioned to deal with the many challenges it faces, both at home and abroad
The three firms that saw their ratings swing significantly year-over-year cite the importance of communication and visibility of their managers
RBC is targeting the global HNW market, analysts say
While advisors with Macquarie, Wood Gundy and ScotiaMcLeod are more pleased with their firms, Canaccord and Nesbitt require some work
Filing a tax return on time is essential for clients, not only if they have to pay the CRA but also if they’re expecting a tax refund