Regulation Surging penalties for pre-signed forms contested for first time Decisions on sanctions will serve as benchmarks for future settlement By Michelle Schriver |March 26, 2024 6 min read Tax News CRA exempts bare trusts from reporting requirements for 2023 Filing is required only if directly requested by the Canada Revenue Agency By Rudy Mezzetta |March 28, 2024 3 min read Tax News Requests flood in for home office expense forms Some firms concerned CRA’s employee expense policy could thwart return-to-office initiatives, EY Canada tax expert says By Rudy Mezzetta |March 27, 2024 3 min read News How Daniel Kahneman’s research influenced financial advice Economist’s findings helped advisors understand that people often make irrational decisions By Melissa Shin |March 27, 2024 4 min read Trending Industry Insights Is 65 the new 45? Canadians today are facing the longest retirements ever. Partner Reports Navigating the Future with Skyline Apartment REIT Explore Skyline Apartment REIT, a private alternative investment that is anchored in 100% Canadian multi-residential assets, offering income potential and historically stable performance. Regulation First oversight review finds CIRO complying with recognition order CSA gives self-regulatory organization clean bill of health By James Langton |March 28, 2024 2 min read Products What we’ve learned from the Emerge ETFs saga A year after an unprecedented cease-trade order, unitholders are still waiting for answers By Melissa Shin |March 25, 2024 9 min read Regulation As transition ends for FA title, product pushes back in the spotlight In Ontario, mutual fund licensing is the most popular approved credential By Michelle Schriver |March 21, 2024 5 min read Regulation FSRA approves another credential for FP title use CIFP brings the Chartered Financial Planner designation to new candidates By Michelle Schriver |March 22, 2024 3 min read Planning and Advice Should business owners avoid CPP by paying themselves dividends? Research and a case study help clear the misconceptions By Ben Felix and Aravind Sithamparapillai |March 20, 2024 5 min read Regulation Ontario budget voices support for OBSI reform Government endorses OSC’s investor protection, capital formation efforts By James Langton |March 26, 2024 2 min read Featured Columnists View all → → Mark Rosen Investments Handling corporate proxy fights March 14, 2024|3 min read Sam Sivarajan Planning and Advice Buckle up: Money’s wild ride through the world of social identity February 15, 2024|3 min read Matt Trotta Tax & Estate Defining trusts for tax reporting and compliance February 8, 2024|5 min read What’s happening with Emerge ETFs? What we’ve learned from the Emerge ETFs saga By Melissa Shin |March 25, 2024 How to improve confidence in ETFs By Melissa Shin |March 25, 2024 Emerge ETFs financials show $2.5 million in receivables due from manager By Melissa Shin and Mark Burgess |April 14, 2023 All Podcasts → Opportunities in Corporate Bonds Investors can take advantage of higher yields, inverted curve, portfolio manager says. Featuring Pablo Martinez|March 28, 2024 From Private Credit Resilience Provides Opportunity for Yield Non-cyclicals, longer-term investing are a winning combo, portfolio manager says. Featuring Mitchell Goldstein|March 25, 2024 From Developments to Watch in ESG Investing Get set for a dynamic year ahead, portfolio manager says. Featuring Aaron White|March 18, 2024 From Stock Picks to Watch Amid a Soft Landing Market is “rife with opportunities,” portfolio manager says. Featuring Natalie Taylor, CFA|March 11, 2024 From Webinar All webinars → The opportunities in real estate investing with Hazelview Investments Wednesday, March 27, 2024 at 1:00 pm ET As 2023 drew to a close, REITs experienced a significant rally, sparking intrigue among investors following a period of subdued performance driven by weight of higher interest rates. What lies ahead for the asset class in 2024? Sponsored by Watch now and earn CE credits We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy. I agree Read More