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 View all → → 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? 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 From 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 From Webinar All webinars → 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. Sponsored by Register Now 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