TFSA use jumps but average contributions are down
Plus, what many clients don't know about TFSAs
- December 18, 2018 December 18, 2018
- 12:36
Top stories
Tax News
Raymond James to pay $125,000 for overcharging clients
6,000 clients were inadvertently charged $2.35 million in excess fees, a settlement agreement says
- December 18, 2018 December 18, 2018
- 10:54
IIROC to hold business continuity planning test in October
The SRO will contact dealers that are required to participate in early January
- December 18, 2018 December 18, 2018
- 14:59
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
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
- By: Ian Bickis, Canadian Press
- December 18, 2018 December 18, 2018
- 16:09
CRA updates education credit, child care deduction folios
The revised folios took effect Dec. 12
- By: Melissa Shin
- December 17, 2018 December 17, 2018
- 10:56
CSA pitches pilot on trading fees, rebates
The pilot would run in parallel with a U.S. Securities and Exchange Commission study
- By: James Langton
- December 18, 2018 December 18, 2018
- 13:46
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
Is a recession on the way?
Financial and economic indicators answer the question
- By: Staff
- December 17, 2018 December 17, 2018
- 12:53
Cold, hard data for clients who like cold, hard data
Here's help for clients who check on investments daily
- By: Michelle Schriver
- December 17, 2018 December 17, 2018
- 15:46
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
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
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
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
Mackenzie faces proposed class action related to trailer commissions
The lawsuit seeks $175 million in damages on behalf of fund investors
- By: James Langton
- December 13, 2018 December 13, 2018
- 11:22
Your sneak peek at investing in 2019
Plus, a look back at markets this year
- By: Michelle Schriver and Mark Burgess
- December 7, 2018 December 10, 2018
- 14:24
How to add value with tax-loss harvesting
And how to communicate that value to clients
- By: Michelle Schriver
- December 4, 2018 December 4, 2018
- 10:51
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
- By: The Canadian Press
- December 13, 2018 December 13, 2018
- 11:00
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
- By: Nathalie Boutet
- December 4, 2018 December 4, 2018
- 15:30
