Industry moves this week
Seasoned advisors are on the move
- August 12, 2022 August 12, 2022
- 12:17
Top stories
CSA to host roundtable on derivatives rules
Regulators to prep industry for forthcoming conduct regime
- August 12, 2022 August 12, 2022
- 13:41
Tax debts and the prescribed rate
Owing CRA money will soon be more expensive
- August 10, 2022 August 10, 2022
- 16:17
Fraudsman gets 10 years for boiler room scheme
Scammers posed as legit Wall Street brokers to dupe investors
- By: James Langton
- August 12, 2022 August 12, 2022
- 13:54
Supply chain easing raises hope for cooling inflation
Reduced congestion, slowing demand, rising inventories signal price pressure may ease, Fitch Ratings says
- By: James Langton
- August 12, 2022 August 12, 2022
- 14:05
Feds move ahead with CCPC measures
Draft legislation includes expanded SBD access, definition of substantive Canadian-controlled private corporation
- By: Michelle Schriver
- August 11, 2022 August 11, 2022
- 09:02
Finance releases details on new First Home Savings Account
Proposed rules outline age limit and allow unused contribution room to be carried forward
- By: Rudy Mezzetta
- August 9, 2022 August 9, 2022
- 16:16
Regulatory peril is banks’ top governance risk: Fitch
Failings that inflict broader reputational harm or signal deeper issues are most likely to impact credit ratings
- By: James Langton
- August 11, 2022 August 11, 2022
- 16:34
NYSE firms’ profits down in Q2
Revenues held up, but expenses rose too, cutting earnings
- By: James Langton
- August 11, 2022 August 11, 2022
- 14:09
Disinherited children win big in Alberta and B.C. courts
Such scenarios are becoming increasingly common as estate sizes increase, a Vancouver lawyer suggests
- By: Michael McKiernan
- August 11, 2022 August 11, 2022
- 09:52
Manulife reports $1.6B drop in Q2 earnings on market impacts
Participating insurance sales helped drive 32% premium increase in Canada
- By: IE staff, with files from Canadian Press
- August 11, 2022 August 11, 2022
- 15:09
CI posts decline in revenue in volatile Q2
Total assets down 7.6% from previous quarter, but up 12.2% year over year
- By: Rudy Mezzetta
- August 11, 2022 August 11, 2022
- 15:32
Drought woes add to Europe’s recession risk
Low river levels disrupting shipping, energy, production capacity
- By: James Langton
- August 11, 2022 August 11, 2022
- 13:36
Canada Pension Plan Investment Board loses 4.2% in Q1
Private equity, credit and real estate contributed "modestly" to the losses, the board said
- By: Canadian Press
- August 11, 2022 August 11, 2022
- 10:09
Crypto and FOMO lure retail investors, ASIC finds
Only equities outrank crypto in retail portfolios, Australian research says
- By: James Langton
- August 11, 2022 August 11, 2022
- 14:37
New and upgraded tax credits coming for clients
The Liberal government is moving ahead with tax proposals
- By: Mark Burgess
- August 9, 2022 August 9, 2022
- 14:19
Brookfield reports profit fell in the second quarter, revenue up
Record inflows contribute to strong fundraising outlook, the alternative asset manager said
- By: Canadian Press
- August 11, 2022 August 11, 2022
- 10:25
Advisors must improve how they work with wealthy families
False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant
How to stay the course in tough markets
Diversification, planning and time are an advisor’s best friends when volatility strikes
- By: Allan Janssen
- June 21, 2022 June 17, 2022
- 09:00
Securing credit in a rising-rate environment
You and your clients may need to get creative in brainstorming strategies for borrowing
- By: Daniel Calabretta
- June 17, 2022 June 15, 2022
- 10:00
How to talk to clients about debt
A holistic approach to clients’ finances can help them prepare for interest-rate hikes and get out of debt faster
- By: Daniel Calabretta
- June 10, 2022 June 8, 2022
- 13:00
