When you and your firm clash over client communications

In a hypothetical scenario, a financial advisor takes issue with a marketing message

By Michelle Schriver |February 20, 2024

6 min read

Tax

Does your employer have to provide Form T2200?

Employees need the form to claim home-office expenses this tax filing season

By Rudy Mezzetta |February 16, 2024

2 min read

Product news: Mackenzie launches halal mutual fund

Also, Lester Asset Management launches Canada’s first biodiversity fund

By Jonathan Got |February 20, 2024

2 min read

CIRO arms firms to face ransomware attacks

SRO publishes playbook for dealing with growing cyber threat

By James Langton |February 20, 2024

2 min read

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

Expert Advice

How can advisors accelerate success?

Being clear about your goals and surrounding yourself with the right partners and like-minded peers is key

WCM’s Return to Bay Street program results in 18 hires in 2023

Hirees to work at eight different financial institutions

By Staff |February 20, 2024

1 min read

SeeWhy Learning sues Advocis over non-payment of study materials

The national financial advisors association alleges it was overcharged

By Michelle Schriver |February 13, 2024

4 min read

Corporate default picture brightens a bit: S&P

Financial strains continue amid high rates, but recession risk receding

By James Langton |February 16, 2024

2 min read

CIRO seeks new securities lending rules

Proposals aim to codify investor protections, enhance flexibility

By James Langton |February 15, 2024

2 min read

Surge in newcomers slows population aging, StatsCan

For the first time, millennials outnumber baby boomers, thanks to robust immigration

By James Langton |February 21, 2024

2 min read

Growth remained weak in Q4: OECD

While Canada turned positive, fourth quarter GDP slowed in G7

By James Langton |February 21, 2024

1 min read