Financial, economic conditions top industry worries
CSA publishes systemic risk survey summary
Top stories
Feds make two key changes to family business transfer rules
Bill C-59 addresses issues flagged in the draft legislation
Wellington-Altus focuses on growth with latest capital injection
Firm says $40-million investment from Cynosure will help attract top advisors
How to run an airtight practice that protects clients and yourself
Find ways to excel at the basics, panellists suggested at a CFA Society Toronto event
- By: Katie Keir
Product roundup: Desjardins brings first ALDAs to market
Deferred annuities were first introduced in 2019 federal budget
- By: Mark Burgess
Your role in financial literacy
Ideas for advisors and firms to address the challenge
- By: Susan Silma
Pressure on consumer spending ahead: TD
Mortgage resets next year expected to cut into spending
- By: James Langton
Fed seen cutting rates by mid-2024
Technical recession remains a distinct possibility, SIFMA survey finds
- By: James Langton
Oil and gas must cut emissions more than a third by 2030
Companies can buy offset credits or contribute to a decarbonization fund that would lower their required reduction
- By: Mia Rabson, Melissa Shin
FINTRAC levies $1.3-million penalty against CIBC
The fine is the second announced this week, after RBC was also penalized
Half of first-time homebuyers likely to use FHSA: poll
A majority of respondents didn't know the features and benefits of the account
- By: Canadian Press
Surge in newcomers putting pressure on inflation via housing demand: BoC official
All levels of government must work together to reduce barriers to building more homes, deputy governor said
Bank of Canada holds key interest rate steady at 5%
In final decision of 2023, central bank says weaker growth and cooling job market suggests demand is no longer outpacing supply
Laurentian Bank says profit fell in Q4
Bank cuts 2% of staff, will revamp its strategic plan
SEC charges firms in pre-IPO scheme
U.S. authorities allege investors hit with over US$88 million in undisclosed fees
- By: James Langton
U.K. regulators to intensify oversight of outsourcing
Consultation seeks to set rules for financial industry cloud providers
- By: James Langton
Big bank CEOs warn that new regulations could harm economy
Bankers warn that the proposals could negatively impact the economy at a time of geopolitical turmoil and inflation
- By: Ken Sweet
The slow work of converting social media followers to clients
Committing to a platform and showing your personality can help with prospecting
Firm hopes to support younger advisors through new practice financing program
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
- By: Melissa Shin
- June 20, 2023 June 20, 2023
- 06:00
How to write a job posting for an assistant
Every job posting must answer three main questions
- By: Todd Humber
- June 9, 2023 June 9, 2023
- 09:00
In tight labour market, finding a good assistant isn’t getting any easier
Firms should focus on retention as well as recruitment
- By: Todd Humber
- June 6, 2023 June 9, 2023
- 10:00
Glorianne Stromberg’s legacy