Avoiding double taxation when an incorporated client dies just got easier
Proposal would give executors more time to implement loss carryback strategy
Top stories
Firms’ performance improves slightly in the eyes of advisors
Advisors appreciate dealers that keep them informed and help them support wealthy clients
Rulebook rewrite sparks pushback
Industry at odds with CIRO’s proposals on maximum penalties and dispute resolution
Advocis appoints new CEO as it rebuilds following its financial crisis
The appointment is effective Sept. 23
Dealers’ Report Card 2024 main chart
How dealer advisors rated their firms’ support offerings and tools
- By: IE Staff
CCIR plans overhaul of complaints system oversight
Reforms follow a review that found shortcomings in existing arrangements
- By: James Langton
CI Financial asks rating agency to stop covering it
Toronto-based firm takes issue with methodology used by Morningstar DBRS, which downgraded it earlier this year
- By: Rudy Mezzetta
Dealers make headway with technology training and support
Report Card results suggest firms are generally getting better at providing advisors with digital tools and training
- By: Roland Inacay
Planners receive guidance on withdrawing services, making referrals
FP Canada clarifies financial planners' obligations when client relationships end
Fund dealer service expansion on hold
CIRO decides discretionary, discount accounts for fund dealers won't be pursued as part of rulebook consolidation project
- By: James Langton
U.S. court overturns verdict against BMO
BMO to unwind $1.2-billion provision after ruling in its favour
- By: James Langton
Canadians’ net worth edged higher in Q2: StatCan
Household assets top $20 trillion, as financial assets climb
- By: James Langton
Industry groups call on feds to reduce or ditch RRIF mandatory withdrawals
CALU and IIAC hope government will reconsider minimum RRIF withdrawal regime in the 2025 budget
- By: Rudy Mezzetta
Capital gains tax hike results in rate inversion for some Canadians
Top earners in four jurisdictions may face a higher tax rate on capital gains than on eligible dividends
- By: Rudy Mezzetta
Forging ahead in a shifting landscape
Dealer advisors have managed to improve productivity while struggling with increasing competitive pressures
- By: James Langton
Advisors want skilled, collaborative branch managers
Responsiveness and trust are key elements of strong working relationships, but not all managers fulfill expectations
- By: Alisha Mughal
U.S. corporate debt retreats from record highs
Both investment grade and speculative companies saw debts decline: S&P
- By: James Langton
Fraudsters can now escape penalties through bankruptcy. That’s absurd