If your client wishes to donate to charity, under the new tax guidelines he or she may be further ahead giving securities rather than cash.In…
Among the items the CRA wants to scrutinize carefully are RRSP contributions and charitable donations
Five provinces could see higher productivity and economic growth if they adopted a VAT, but could also face voter backlash
Despite the federal government’s efforts, the green levy has not curtailed the sale of gas-guzzling SUVs so far this year
Legislation will make it easier for mutual fund companies to forward distribution statements to investors on time
Joint parent/child accounts are a popular tool to help manage an aging parent’s affairs and to finesse fee and regulatory issues. However, two recent Supreme…
Tax laws are highly confusing because there are rules, exceptions to the rules, exceptions to the exceptions, followed by overriding rules
This year’s federal budget tacked another couple of years onto the maturity date of RRSPs. For 2007 and subsequent calendar years, the conversion age for…
Watchdog’s ability to uphold taxpayer rights depends on who gets appointed
The Conservative government still has lots of promises to fulfil when it comes to tax reform
The life insurance industry is only beginning to discover the power of the Internet as a selling tool
Investing in infrastructure has many pluses, but there are risks to consider
The issue is the impact of the credit difficulties on the rest of the market
The move follows a $2 million administrative penalty and Quebec ban by the Tribunal administratif des marchés financiers du Québec
Deadlines to implement the client-focused reforms were extended, and dealers are working out how to comply with the new requirements
Adapting to the pandemic has revealed new efficiencies
From stock market booms and busts to the rapid advance of technology and consolidation in the brokerage business, two veteran advisors describe how they met…
Twenty-five years ago, a "four pillars" policy kept the banking, insurance, investment and trust businesses legally separate. But with the toppling of that structure, Canada's…
An increasingly varied ETF universe calls for a highly specialized strategist
Once a passive, index-tracking product, ETFs now make up a diverse array of investment strategies
A video breakdown of the 2024 Report Card on Banks themes
Planners and advisors just want to be well coached, paid fairly and provided with effective tools
Branch planners and advisors say compliance support is important, but cited several hurdles
A breakdown of the Net Promoter Score results within 2025’s Advisors’ Report Card
Methodology for our annual Report Card series research
Advisors, firms have gotten better at planning exits over the past decade
In this, Investment Executive‘s (IE) second annual ETF Guide for financial advisors, we discuss some major trends in products and strategies in the exchange-traded fund…
James Breech and cougar global integrate financial planning and investment management to meet clients' goals
Reg Jackson says his clients were looking for a lower-cost alternative to mutual funds
How advisors rated their firms
Advisors praise their firms' online platforms, which have significant integration of investment and banking accounts
Advisors have many concerns about their firms' technology, and several firms have much room for improvement
Robo-advisors are expected to add more sophisticated ETFs to their product lineups as the ETF industry continues to expand
Financial services firms large and small are moving into the field, which means more choice for your clients
Food for thought for two investors with dissimilar needs and goals, from two ETF experts
Higher wages could bolster consumer spending, but rising interest rates and stricter mortgage rules pose challenges for the housing market
Solid economic growth in B.C. is expected to continue. However, the new NDP government faces challenges
A resurgence in oil prices helped Alberta’s economy enjoy a healthy rebound in 2017, and further growth is expected this year
Accelerate is the first in Canada to launch an ETF that provides indirect exposure to private assets through BDCs
The funds accounted for at least US$350 billion in global net asset value in 2023
Demographics, tech advancements expected to drive growth in the sector
A portfolio manager must have the discipline to stick to a process over time, especially during a crisis or a bear market
Steve Hawkins, president and CEO of Horizons ETFs, has successfully launched novel products
Macroeconomic risks help drive growth
Guiding newer hires requires time and patience, and veteran advisors can’t always lead that effort
Investments in technology and business support are needed, but so too is strategic consistency
Four in 10 advisors said culture was the key thing firms should focus on, more than any other category group
Advisor moves to Raymond James, Manulife Wealth and ScotiaMcLeod, plus appointments at Centurion, CIRO, PSP and OSC
Short-term interest rate tightening is likely to flatten the yield curve if not accompanied by expectations of higher future inflation
Continued sluggishness in the U.S. and European economies
Proposals would make alternative investments more accessible
New Nova Scotia law aims to balance right to independence and protection
Digital coach aims to support advisors rather than replace them
Be honest, transparent, consistent, advisors say
Over a 30-year career, Sybil Verch sees opportunities where others see obstacles
For a young Penny Stayropoulos, financial planning was a beacon amid crisis
Provincial authorities are targeting licensing exam security, MGAs, seg fund disclosures and other issues
Introduced in the 2019 federal budget, these annuities provide income beginning as late as age 85
A successful claims process begins at the time of sale, say experienced advisors
The CSA is considering a ban on the practice
Evergreen fund gating is natural, and will happen again
This isn’t just an entrepreneur’s issue. It directly affects the advisors and institutions who serve these businesses
Meanwhile, Canadian direct investment abroad rose 2.8% to $2.4 trillion
Assets under administration reach $3.5 billion
Firms that responded to advisors' concerns and helped them solve problems were rated highest
Advisor credentials and titles are set to change, but an agreement on how appears to be a long way off
There are some hidden shoals in the CRm2 regime. regulators offer advice on how to navigate them
Erez Blumberger of AUM Law Professional Corp. talks about educating clients on CRM2 reports
Through a new web survey, insurance advisors across Canada shared their working experiences
Report casts doubt on regulator’s independence
Rising interest rates and reduced regulation may create options for U.S. banks that exploit niche markets and M&A strategies
Lower prices and faith in the underlying tech have contributed to positive inflows, providers suggest
After two big years for high-flying names, manufacturers are following investors to more humble terrain
Author and analyst Eric Balchunas discusses John Bogle's legacy
And, multiple investments and acquisitions by private equity, miners
The average dealer advisor was adjusting their client mix and refining their services coming into 2025
For developing advisors in this highly independent space, are firms and mentors stepping up?
In some cases, closing accounts before moving abroad might make sense
How section 166 certificate applies to underused housing tax, when HST applies to tips and deducting Covid benefit repayments
Taxpayers who do not seek advice regarding their offshore assets can easily run afoul of the T1135 reporting rules
The former financial services CEO left his mark — and he’s not done yet
SRO consolidation helps level the playing field for firms
CEO Richard McIntyre is facing backlash on technology rollouts and new advisor fees