OSC says firms will save millions in compliance costs
A new report outlines 107 recommendations aimed at reducing the regulatory burden
- November 19, 2019 November 19, 2019
- 13:36
Top stories
Industry News
Morneau gets some help in the finance ministry
Bill Morneau returns as finance minister, joined by Mona Fortier, associate finance minister and minister of middle class prosperity
- November 20, 2019 November 20, 2019
- 14:13
Time to invest ‘like we give a damn’: RIA CEO
A new collaborative hub aims to address the climate crisis
- November 20, 2019 November 20, 2019
- 13:13
New association promises to elevate the standards of financial planning
Members of the Financial Planning Association of Canada must adhere to charter principles
- By: Maddie Johnson
- November 19, 2019 November 19, 2019
- 13:33
How to position portfolios as an uncertain 2020 draws near
A UBS outlook report provides insights for investors
- By: James Langton
- November 20, 2019 November 20, 2019
- 11:57
Global ETF assets hit $6T
Assets increased by $840B this year, finds research from EPFR
- By: Maddie Johnson
- November 20, 2019 November 20, 2019
- 14:27
Fee disclosure cases account for jump in SEC enforcement
SEC also enjoyed a record level of co-operation in its enforcement efforts
- By: James Langton
- November 20, 2019 November 20, 2019
- 12:40
72% say retirement isn’t what they expected
The latest Sun Life Barometer also found that working Canadians are worried about a comfortable retirement
- By: Staff
- November 19, 2019 November 19, 2019
- 14:03
Firm sanctioned for closet indexing
Retail investors were allegedly charged for active management they did not receive
- By: James Langton
- November 20, 2019 November 20, 2019
- 12:45
Survey finds physicians are stressed about finances
More than half of respondents said they had no prior knowledge of money management
- By: Maddie Johnson
- November 20, 2019 November 20, 2019
- 11:11
2020 outlook stable for banks, says Fitch
Weaker financial performance expected next year, however
- By: Staff
- November 20, 2019 November 20, 2019
- 10:56
Fitting alternatives into a 60-40 portfolio
A Richardson GMP report groups the various strategies based on their impact
- By: Mark Burgess
- November 18, 2019 November 18, 2019
- 13:10
Inflation held steady in October, StatCan reports
The CPI rose 1.9%, in line with expectations
- By: The Canadian Press
- November 20, 2019 November 20, 2019
- 10:23
Guardian Capital announces new head of retail asset management
Barry Gordon brings more than 20 years of experience to the role
- By: Staff
- November 19, 2019 November 19, 2019
- 13:35
iA Financial introduces new segregated funds
New additions include two U.S. equity funds and three specialty funds
- By: Staff
- November 19, 2019 November 19, 2019
- 13:44
More markets dipping their toes into open banking: report
But innovation comes with risks, the Basel Committee warns
- By: James Langton
- November 19, 2019 November 19, 2019
- 13:34
Preserving capital amid uncertainty
Looking at Canadian banks
- By: Suzanne Yar Khan
- November 15, 2019 November 15, 2019
- 16:00
More markets dipping their toes into open banking: report
But innovation comes with risks, the Basel Committee warns
Exploring your client’s economic pessimism
Canadians expect poor economic conditions ahead, and say raises have had little impact
- By: Michelle Schriver
- November 15, 2019 November 15, 2019
- 15:01
Tips to serve clients both young and old
Millennials, seniors and creative planning were discussed at the Advocis symposium
- By: Michelle Schriver
- November 13, 2019 November 13, 2019
- 16:42
Moodys Tax partners with AI firm to offer TOSI tool
The tax on split income rules are viewed as highly complex
- By: Staff
- November 12, 2019 November 8, 2019
- 09:01
