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

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 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

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.

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

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

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

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

Financial, economic conditions top industry worries

CSA publishes systemic risk survey summary

By James Langton | December 7, 2023

2 min read

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