Top stories
finding your niche

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

man opening curtain to reveal something

Product roundup: Desjardins brings first ALDAs to market

Deferred annuities were first introduced in 2019 federal budget

young woman with question mark on a gray background

Your role in financial literacy

Ideas for advisors and firms to address the challenge

home financing

Pressure on consumer spending ahead: TD

Mortgage resets next year expected to cut into spending

The Fed - Washington DC - Policy and Politics

Fed seen cutting rates by mid-2024

Technical recession remains a distinct possibility, SIFMA survey finds

Oil pump jacks at sunset sky background.

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


FINTRAC levies $1.3-million penalty against CIBC

The fine is the second announced this week, after RBC was also penalized

saving for a home

Half of first-time homebuyers likely to use FHSA: poll

A majority of respondents didn't know the features and benefits of the account

Building under construction

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 building

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 logo on building

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

The facade of the Royal Exchange in the City of London

U.K. regulators to intensify oversight of outsourcing

Consultation seeks to set rules for financial industry cloud providers

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

social media

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

How to write a job posting for an assistant

Every job posting must answer three main questions

In tight labour market, finding a good assistant isn’t getting any easier

Firms should focus on retention as well as recruitment