Another reminder to help clients understand their TFSA room
Taxpayer penalized for overcontribution after relying on My Account information
Top stories
Frances Donald to become RBC’s chief economist
Other industry veterans and groups are also shifting firms
Financial planning app launches behavioural feature to help with goals
Also in this tech roundup: Equisoft partners with Life Design Analysis
OSC’s compliance work escalates
Risky firms, crypto platforms add to compliance division's workload
- By: James Langton
Ontario proposes new MGA regulation
New regime aims to enhance consumer protection, set industry standards
- By: James Langton
Federal government posts $3.9B deficit in April, May
Sharp difference from last year when the result for the first two months of the fiscal year was a $1.5 billion surplus
- By: Canadian Press
U.S. core inflation cools in June
Monthly price rise of 0.1% seen as adding to likelihood of a September rate cut
Fewer prospectuses key to FCA reform proposals
Proposals seek to ease capital raising, bring back research bundling
- By: James Langton
Activist short seller charged with securities fraud
SEC, DoJ allege Citron Research, and its founder, misled investors
- By: James Langton
Canadians’ gloomy outlook could stall economic growth, promote paralysis
Scotia report offers reality check, calls for positive vision
- By: James Langton
CSA aims to ease derivatives reporting burden
Revisions seek to better align with global standards
- By: James Langton
Much work to be done, CSA year in review shows
Ongoing regulatory initiatives include binding authority at OBSI, climate-related disclosures, misleading titles, mutual fund sales practices and more
- By: James Langton
Payrolls, wages higher in May: StatCan
Labour demand declined, and job vacancies were flat
- By: James Langton
Quirk in capital gains tax rules raises risks for incorporated clients
A company could face 60% tax on unintentional payout of excess amounts from its capital dividend account
- By: Rudy Mezzetta
Capital markets bolster Wall Street banks
Investment banking gains cushion weakness in banking: Fitch
- By: James Langton
FCA undertakes its first enforcement action against a crypto enabler
U.K. regulator fined Coinbase company £3.5 million for compliance violations
- By: James Langton
BoC cuts to 4.5%
Macklem says he wants growth to pick back up as bank cuts key rate again
Brand Knowledge
The “income” is back in fixed income — here’s why it’s time to embrace it
A CIBC Asset Management fixed income specialist explains how advisors can help their clients to achieve purpose-driven solutions.
