Michael Banham, vice president, wealth distribution, Sun Life Global Investments, discusses Sun Life research that examines the five main fears investors hold — longevity, inflation,…
Professional body needed to uphold financial planning standards, says FPSC chief
A recent decision from the Supreme Court of British Columbia strikes a balance between client privacy and excessive burdens for insurers and their agents
Advisors can help clients understand what retirement income looks like
The costs would sink many small dealers, and advisors would be more vulnerable to lawsuits, lawyer says
Policy paper sets out key areas where, deeper co-ordination between U.S. and European regulators is needed
Focus the retirement planning conversation on four keys areas
Investors and creditors, not insured depositors, would bear the cost of a bank “bail-in” recapitalization plan
Four signals that a client may be involved in money laundering
Winners of the competition will receive a trip to FPA Experience in Orlando
A recent test case from the Federal Court says the CRA can’t use delayed assessments to discourage the use of tax shelters it doesn’t like
Keith Costello, president and CEO of the Canadian Institute of Financial Planners, gives a preview of issues to be discussed at this year’s conference including:…
Court rules RBC was better placed to suspect fraud
Tony Mahabir re-elected as chairman of the board
Campaign features real-life stories of Canadians late to retirement planning
Approval broaden mortgage lender’s sources of liquidity
Shareholders have yet to reach a settlement with underwriting syndicate
Client call centres will remain in Canada
Financial planning association will host its 11th national conference in Niagara Falls, Ont.
Pablo Fuchs, senior editor of Investment Executive, and Clare O’Hara, reporter, outline the key findings of the 2013 Dealers’ Report Card. They discuss the disparity…
McLean management retains 45% of the firm
Consultations launched on phase-out of LSVCC tax credit
Risk managers will be in high demand
Boards are worried that weak returns will leave insufficient funds to support beneficiaries
Global Reporting Initiative revision an effort to boost sustainability reporting