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Forest of tall white aspen trees in Banff National park, Canada

Institutional investors placing more emphasis on ESG factors

Cybersecurity, globalization and income inequality were the top issues identified in an Edelman report

  • By: Staff
  • December 18, 2018 December 18, 2018
  • 12:45
Lawyer

Katanga to pay $30 million for failing to disclose risks at DRC operation

In a settlement with the OSC, the company agreed it misstated its financial position

Indian teen studying in library with college age friends

CRA updates education credit, child care deduction folios

The revised folios took effect Dec. 12

Candle stick graph chart of stock market investment trading

CSA pitches pilot on trading fees, rebates

The pilot would run in parallel with a U.S. Securities and Exchange Commission study

Senior couple doing the income tax declaration online

Virtual Brokers responds to fee focus with new commission structure

Clients will be able to buy Canadian mutual funds and North American ETFs for free

  • By: Staff
  • December 18, 2018 December 18, 2018
  • 12:44
Concept of crisis with unstable statistic bars

Is a recession on the way?

Financial and economic indicators answer the question

  • By: Staff
  • December 17, 2018 December 17, 2018
  • 12:53
stock market price abstract

Cold, hard data for clients who like cold, hard data

Here's help for clients who check on investments daily

Bond indices

Foreign investors cut back on Canadian bonds

Foreign buying of federal government enterprise bonds is down 60% from last year, National Bank says

  • By: Staff
  • December 17, 2018 December 17, 2018
  • 15:00
China flag

Asian asset managers look to seize distribution opportunities

A greater role in distribution will help break banks' dominance, says Cerulli Associates

  • By: Staff
  • December 17, 2018 December 17, 2018
  • 11:29
Robot holding a businesswoman

CI enters robo game with WealthBar acquisition

The firm is aiming to broaden the services and platforms it offers investors and financial advisors

  • December 14, 2018 December 14, 2018
  • 10:26
Business People Handshake Greeting Deal Concept

Echelon acquires Dundee Securities

The firm's client assets under management and administration will grow to more than $5 billion

  • By: Staff
  • December 14, 2018 December 14, 2018
  • 10:36
Justitia, the goddess of justice

Mackenzie faces proposed class action related to trailer commissions

The lawsuit seeks $175 million in damages on behalf of fund investors

Sightseeing Binoculars Overlooking Ocean From Up High

Your sneak peek at investing in 2019

Plus, a look back at markets this year

Indian Couple Meeting With Financial Advisor At Home

How to add value with tax-loss harvesting

And how to communicate that value to clients

stock market price abstract

Cold, hard data for clients who like cold, hard data

Here's help for clients who check on investments daily

Divorce can result in battles over spousal agreements

Problem highlights importance of prenuptial agreements

Dear Advisor.ca reader: We apologize for this week’s web troubles

You may have noticed fewer newsletters landing in your inbox this week, and fewer news stories populating our home page. We have been experiencing some…

  • By: Staff
  • December 6, 2018 December 6, 2018
  • 15:02

Divorce negotiation strategies to protect your clients’ wealth

Advisors can help separating clients by maintaining emotional distance