U.S. withholding taxes demand careful ETF recommendations
Clients dodged a bullet when Section 899 was pulled from Trump’s tax bill — but they still must tread carefully
- By: Rudy Luukko
- July 9, 2025 July 9, 2025
- 09:00
Clients dodged a bullet when Section 899 was pulled from Trump’s tax bill — but they still must tread carefully
Research "showed a statistically significant association" between sales pressure and recommendations not in client interests
Reps' concerns have been documented for years in IE's Report Card research
Senior fellow envisions a free tool that pulls data from government and private sources
Turnover rent gaps and long tenancies contribute to worsening affordability
Market volatility, state of economy causing some independent advisors to delay their succession plans
The president said the tariffs will kick in Aug. 1, via social media
Regulator releases draft action plan on its vision for more equitable capital markets
Insolvencies on the rise, led by the consumer sector, OSB reports
U.S. president also signals duties on pharmaceuticals coming within a year
Business travel, office energy consumption to be cut as regulator seeks to shrink its carbon footprint
Online bank had inadequate KYC, risk assessment during rapid growth
Bankruptcy filings increase amid a weakening economy and job market: S&P
Meanwhile, the U.S. stock market held relatively steady near its records
Paper calls for guardrails against negative side effects of digital innovation
Asset performance to weaken as growth slows and inflation, rates face pressure
Shell companies, crypto exchange processed US$470 million in drug money
In series of legal filings, regulator claims exclusive jurisdiction
Project designed to avoid creating needless burden with new regime
The Fed left its benchmark interest rate unchanged for 3rd straight meeting on Wednesday
U.S. subsidiary of CI Financial seeks to plug "gap" in Canadian ultra-high-net-worth market
Meanwhile, Canadian direct investment abroad rose 2.8% to $2.4 trillion
Powell has signalled he could stay on Fed board after term as chair ends May 15
Seasoned ETF exec will help asset manager build "an entire footprint" in the country
Plus, another BMO alum joins software firm, new faces at Manulife and Optimize Wealth, and more
Plus, a new gold bullion mutual fund and a slew of product lineup changes
Clarity for clients makes it easier to shop across carriers
At the same time, both fund types recorded positive net sales