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Do accounting problems provide buying opportunities?

Chasing fallen angels may not be worth the risk

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Fiera Capital set to acquire Integrated Asset Management

The deal, valued at $74 million, is expected to close in Q2

  • By: Staff
  • March 22, 2019 March 22, 2019
  • 10:57
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IFIC reports soft fund sales in the month of February

Mutual fund assets increased by 2.3% in spite of slow sales

  • By: Staff
  • March 22, 2019 March 22, 2019
  • 14:33

IIROC wants to pave the way for tech-enabled advice: report

The SRO will review and clarify KYC and e-signature requirements

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Test index for digital assets being developed by FTSE

The index will track 100 digital assets

  • By: Staff
  • March 22, 2019 March 22, 2019
  • 12:43
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Canada’s inflation rate ticked higher to 1.5% in February

Broad-based price gains include costs for mortgage interest, vegetables and car insurance

 Skydiving Couple - Come Join Us

Fidelity to change risk ratings of certain funds

The changes are effective April 1

  • By: Staff
  • March 22, 2019 March 22, 2019
  • 12:41
Abstract,Golden Bitcoin money on computer.

OSC schedules hearing on Bitcoin fund

3iQ is asking the regulator to overturn its decision not to approve the fund

  • By: Staff
  • March 21, 2019 March 21, 2019
  • 14:58
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Six new ESG-focused ETFs launched by RBC iShares

The offering includes four equity ETFs and two bond ETFs

  • By: Staff
  • March 21, 2019 March 22, 2019
  • 12:07

MFDA looks to harmonize certain investigative powers with IIROC

Proposed changes would allow MFDA investigators to enter a dealer's offices without notice and copy electronic records

  • By: Staff
  • March 21, 2019 March 21, 2019
  • 12:13

Former hedge fund manager gets jail time for hacking scheme

U.S. authorities say the scheme netted about $30 million in illegal profits

  • By: Staff
  • March 22, 2019 March 22, 2019
  • 10:43
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Canaccord Genuity set to acquire Thomas Miller Wealth Management

The deal is expected to close at the end of Q2

  • By: Staff
  • March 21, 2019 March 21, 2019
  • 11:40
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Tax tidbits from Budget 2019: Golombek

Five tax changes clients may ask about

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Federal budget introduces annuities deferred to age 85

The plan will allow retirees to keep more savings tax-free until later in retirement

minimizing tax at death rrsp

Help women plan for retirement shortfall

Four tips for client meetings

Women’s growing share of assets to change wealth management

More attention will be given to planning and advice for women, a CIBC report says

  • By: Staff
  • March 4, 2019 March 4, 2019
  • 11:23

Why millennials are more inclined to use robos

A poll shows younger clients have less trust in advisors

  • By: Staff
  • March 1, 2019 March 1, 2019
  • 11:34

Volatile income for gig workers requires new savings tools

A CPA Canada report says automated savings may not be appropriate for some workers

  • By: Staff
  • February 28, 2019 February 28, 2019
  • 13:20