Industry moves this week
Seasoned advisors are on the move
- August 12, 2022 August 12, 2022
- 12:17
Regulators to prep industry for forthcoming conduct regime
Owing CRA money will soon be more expensive
Scammers posed as legit Wall Street brokers to dupe investors
Reduced congestion, slowing demand, rising inventories signal price pressure may ease, Fitch Ratings says
Draft legislation includes expanded SBD access, definition of substantive Canadian-controlled private corporation
Proposed rules outline age limit and allow unused contribution room to be carried forward
Failings that inflict broader reputational harm or signal deeper issues are most likely to impact credit ratings
Revenues held up, but expenses rose too, cutting earnings
Such scenarios are becoming increasingly common as estate sizes increase, a Vancouver lawyer suggests
Participating insurance sales helped drive 32% premium increase in Canada
Total assets down 7.6% from previous quarter, but up 12.2% year over year
Low river levels disrupting shipping, energy, production capacity
Private equity, credit and real estate contributed "modestly" to the losses, the board said
Only equities outrank crypto in retail portfolios, Australian research says
The Liberal government is moving ahead with tax proposals
Record inflows contribute to strong fundraising outlook, the alternative asset manager said
False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant
Diversification, planning and time are an advisor’s best friends when volatility strikes
You and your clients may need to get creative in brainstorming strategies for borrowing
A holistic approach to clients’ finances can help them prepare for interest-rate hikes and get out of debt faster