Liberal tax promise tracker: Post–Budget 2025 edition
Here's the status of major tax proposals for individuals and businesses
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Ethics, technology, regulation have shaped today’s financial planning profession
30 years after the launch of what would become FP Canada, the modern profession has learned 5 important lessons
Vanguard Canada makes its biggest fee cut in history
The move comes ahead of the implementation of CRM3 or total cost reporting
U.K. inflation drops to 4-month low
But it was a bit higher than what many economists forecast for the month
FCA approves second private market player
New firm accepted into framework for facilitating trading in private securities
- By: James Langton
Fed overhauls approach to bank compliance
Shift to focus on material risks, away from procedural failings
- By: James Langton
Edward Jones Canada to buy Fiduciary Trust Company of Canada
The deal will add trust and estate, and wealth management capabilities to Edward Jones' Canadian business
- By: Kevin Press
Scotiabank shuffles Phil Thomas into COO role
Anique Asher to be EVP real estate secured lending; Shannon McGinnis named as chief risk officer
Court orders AMF tribunal to consider settlement
Adjudicator declined to review settlement before long enforcement hearing
- By: James Langton
SEC drops crypto from compliance exams
Exam priorities no longer cite crypto as an emerging risk, or focus
- By: James Langton
Private credit innovation sparks new risks: Moody’s
Hidden leverage, new sources of complexity, contagion arise as funds evolve
- By: James Langton
Annual pace of housing starts dropped 17% in October
Year-to-date total still up compared with last year: CMHC
More than half of early retirees did so involuntarily: survey
Advisors, however, can help clients plan for unforeseen health issues, layoffs
- By: Jonathan Got
Fed’s Cook blasts mortgage fraud allegations against her as ‘baseless’ in letter to AG Bondi
Trump used the accusation as a basis to seek her firing
SEC to take a pass on proxy season
Regulator won't weigh in on decisions to reject shareholder proposals
- By: James Langton
Private markets, Sweden’s success and more
Four takeaways from a fireside chat with Ken Bentsen and Urban Funered
- By: Andy Mitchell
Jail for crypto Ponzi schemer
Trader admitted to promising outsized returns, duping investors
- By: James Langton
Brand Knowledge
Croesus Vidia brings investment information to life
A smart solution that turns every report into an opportunity to engage with investors.
- By: Croesus
Inside Track
Tashia Batstone
Focus on Financial Planning
Andy Mitchell
Investment Funds
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Advisor chargebacks are bad for the industry