CIRO proposes new fee model

Fees to rise for most firms as minimums go up, certain dealers pay higher share

By James Langton |April 25, 2024

3 min read

Fund costs fell after CRM2

CSA research details the evolution of fund costs in the face of transparency reforms

By James Langton |April 25, 2024

2 min read

CRA to charge 9% interest on overdue tax in Q3

Prescribed rate to dip as inflation eases

By Rudy Mezzetta |April 24, 2024

2 min read

Feds to give CRA new powers to compel data from taxpayers

The agency could extend reassessment period if a taxpayer is issued a notice of non-compliance

By Melissa Shin  and  Rudy Mezzetta |April 25, 2024

3 min read

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

Expert Advice

What are buffer ETFs?

Learn how buffer ETFs provide downside protection compared to the market.

Higher capital gains inclusion rate and mutual funds

Mutual fund corporations can pass gains to unitholders

By Melissa Shin |April 25, 2024

3 min read

Budget softens mandatory tax disclosure regime

While financial advisors are still subject to the rules, the budget change could undermine lawyers’ Charter challenge

By Michael McKiernan |April 23, 2024

3 min read

CIFP sues FP Canada for agreement breach, trade libel

Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection

By Michelle Schriver |April 18, 2024

4 min read

Federal budget 2024: What you need to know

All of Advisor.ca’s 2024 federal budget coverage in one place

By Staff |April 16, 2024

1 min read

Bare trusts still must file a UHT return

April 30 deadline looms for 2022 and 2023 UHT returns

By Rudy Mezzetta |April 19, 2024

3 min read

Sustainable fund flows rebound in Q1

Canadian fund flows perk up, while U.S. sees record outflows, finds Morningstar

By James Langton |April 26, 2024

2 min read