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Sightseeing Binoculars Overlooking Ocean From Up High

Outlook for high-yield credit

What to consider for portfolio positioning

Tired & headache asian businessman work overtime

Comment period on proposed pilot study gets extended

Firms can comment to Mar. 1 on the CSA's proposed study that would curb trading fee rebates

  • By: Staff
  • January 17, 2019 January 17, 2019
  • 12:12
Close-up. Smiling young businesswoman holding cardboard box with her things.

Tax planning when your client receives severance

The tax implications depend on how severance is characterized

Dividend payouts to reach global records: report

IHS Markit Ltd. says dividend payouts will reach US$1.81 trillion in 2019

Competition, Arrow Sign, Arrow, Direction, Expressing Positivity,Challenge

U.S. investors chose passive over active in 2018

Moody’s says passive funds represent superior technology for retail investors

Founder of Vanguard, John Bogle, dies

The industry titan passes away aged 89

Close up of senior woman on tablet

IA Financial introduces virtual assistant service

Clients can access financial planning tools using Google Assistant

  • By: Staff
  • January 17, 2019 January 17, 2019
  • 10:33
Portrait of young business man and woman sitting in cafe and discussing contract. Diverse businesspeople meeting in hotel lobby reading documents.

Financial services firms rank among global companies committed to gender equality

Bloomberg's Gender-Equality Index names big six banks plus Sun Life and Manulife

  • By: Staff
  • January 16, 2019 January 16, 2019
  • 12:15
Stock Market Data. Candle stick stock market tracking graph.

Putting market volatility in perspective

Are investor fears overblown?

Image of dark night with lightning above stormy sea

Financial services at risk from lack of disclosure on climate issues

A think-tank report calls for policy action from government, the central bank and securities regulators

  • By: Staff
  • January 16, 2019 January 16, 2019
  • 11:51
pension pension or retirement concept with word on business office folder index

Responsible investment organization calls for pension protection

Suggested measures include amendments to bankruptcy law and disclosure improvements

  • By: Staff
  • January 16, 2019 January 16, 2019
  • 11:03
Business adviser analyzing financial figures denoting the progress in the work of the company

IIROC focuses on enhanced testing, compensation-related conflicts

The self-regulatory organization released its compliance priorities report Tuesday

  • By: Staff
  • January 15, 2019 January 15, 2019
  • 15:17

BMO Financial Group creates BMO Private Wealth Canada and Asia

Private banking and full-service brokerage unite

  • By: Staff
  • January 15, 2019 January 15, 2019
  • 15:16
Finger art of people during quarrel

Investor anger about DSCs palpable in comment letters

In submissions to the CSA, investors are critical of regulators and advisors

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Helping clients sell a business

Every transaction presents unique challenges

IA Financial introduces virtual assistant service

Clients can access financial planning tools using Google Assistant

  • By: Staff
  • January 17, 2019 January 17, 2019
  • 10:33

Make sure your client understands HELOC risks

The FCAC finds a knowledge gap

  • By: Staff
  • January 15, 2019 January 15, 2019
  • 14:49

iA adds savings, mortgage functions to mobile app

The new functions add to existing insurance and savings services

  • By: Staff
  • January 10, 2019 January 10, 2019
  • 11:17