Financial planners must consider the complexity of client circumstances, according to research from FP Canada's foundation
Results can be hard to comprehend and compare, new report says
EU member countries must thrash out the details of new rules, aimed at meeting ongoing monetary challenges
Global sales dropped in the first quarter but Canada was an exception, Morningstar reports
The CRA says tax returns filed digitally will largely be processed automatically ``without delay"
Mutual funds recorded $3.4 billion in net redemptions for March but ETF sales held up, IFIC reported
Two PetroSaudi managers were accused of trying to enrich themselves by misappropriating at least US$1.8 billion
Client inflows at UBS came in marked contrast to the US$69 billion in outflows that Credit Suisse reported Monday
Consumer spending has remained strong despite the Federal Reserve raising interest rates nine straight times
Adoption of the new financial benchmark well underway
Hedge funds, asset managers and even crypto firms face increased oversight, Fitch says
Consultation on new assurance standards to start in summer and be ready for 2024
Firms will have until Dec. 31, 2024, to adopt the name and logo on required disclosures
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