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Technology

Why passphrases aren’t enough to keep clients safe

“There’s no replacement for knowing your clients when it comes to protecting them from fraud”

By Jonathan Got | December 11, 2023

3 min read

Regulation

Regulators update warning on advisor awards

Participating in recognition programs at all could be a compliance issue

By Melissa Shin | December 8, 2023

2 min read

Industry

Industry moves: Executive departure at TD leads to new wealth head

Ray Chun moves to personal banking and Tim Wiggan heads wealth management and insurance

By Katie Keir | December 11, 2023

2 min read

Tax News

Feds make two key changes to family business transfer rules

Bill C-59 addresses issues flagged in the draft legislation

By Rudy Mezzetta | December 7, 2023

2 min read

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

Industry Insights

Build your credibility with ESG

Environmental, social, and governance (ESG) factors likely align with many of your clients’ values. In this article, Matthew To, Senior Director of Business Development for Investments at Beneva, explains why you should integrate ESG criteria into your investment selection process — and how to do it.

Tax News

New penalty remains as GAAR legislation tabled

Officials have no room to distinguish between cases driven by aggressive tax planning and those involving legitimate uncertainty

By Michael McKiernan | December 8, 2023

3 min read

Policy

Fed set to leave rates unchanged while facing speculation about cuts

Wednesday’s rate announcement follows an inflation report on Tuesday

By Christopher Rugaber, The Associated Press | December 11, 2023

4 min read

Life

Higher rates could lead to new products, more premium revenue for lifecos: DBRS Morningstar

While the 2024 outlook is stable, the rating agency warned about impairments from private credit and real estate investments

By Jonathan Got | December 11, 2023

2 min read

Regulation

Bridging faces $40M bill from receiver, counsel

Court asked to approve two years worth of fees in ongoing receivership

By James Langton | December 8, 2023

3 min read

Industry

Financial, economic conditions top industry worries

CSA publishes systemic risk survey summary

By James Langton | December 7, 2023

2 min read

Tax News

Essential tax numbers: updated for 2024

Use this handy list of tax numbers as a quick reference

By Staff | December 1, 2023

3 min read

Featured Columnists

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Curtis Davis

Tax & Estate

Inheriting U.S. individual retirement accounts

December 5, 2023|4 min read

Ben Felix

Planning and Advice

What is a safe withdrawal rate in retirement?

November 28, 2023|4 min read

Jamie Golombek

Tax & Estate

Tax Court case shows consequences of missing — or ignoring — CRA mail

October 31, 2023|3 min read

What’s happening with Emerge ETFs?

Law books and a wooden judge's gavel on a table

Emerge borrowed US$200,000 from employees as business tanked

By Melissa Shin|November 8, 2023

Emerge ETFs to be liquidated before end of year

By Melissa Shin|October 19, 2023

Emerge ETFs financials show $2.5 million in receivables due from manager

By Melissa Shin|April 14, 2023

All Podcasts →

Cautious Hope for Fixed Income Investors

Bonds are showing signs of stabilizing.

Featuring Jeffrey Mayberry|November 27, 2023

From

Canada Likely to See Rate Cuts Before U.S.

CIBC’s chief economist sees the Bank of Canada easing its policy in Q2 2024.

Featuring Avery Shenfeld|November 21, 2023

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Can Dividend Stocks Compete With Bonds?

Examining dividend sustainability is key.

Featuring Craig Jerusalim|November 13, 2023

From

Year-End Tax Planning for 2023

Tax-loss selling, charitable giving and managing the new AMT.

Featuring Jamie Golombek|November 6, 2023

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Webinar

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The right way to draw income in retirement

Tuesday, November 28, 2023 at 1:00 pm ET

This virtual roundtable, which aired live on Tuesday, November 28, 2023, at 1 pm ET and presented by Advisor.ca and Investment Executive, will address current opportunities for retirees amid today’s higher interest rates, as well as the perennial question of when and how to draw that income.

Featured Columnists

Curtis Davis

Ben Felix

Jamie Golombek

What’s happening with Emerge ETFs?

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Tuesday, November 28, 2023 at 1:00 pm ET

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