September 2019

Tax News

A Tax Court judge found the CRA was overzealous in issuing a penalty for late filing

Industry News

Quebec regulates “financial planner” and prohibits “financial advisor.” Ontario will regulate both.

Technology

Craft a compelling narrative about yourself, and put it where everyone will see it

Conversations

Advisors have every reason to boost sustainable investing knowledge

Forecasting problems when focusing on the present

Estate Planning

Executors may have to balance conflicting interests

Market Insights

Institutional investors are developing methods to measure exposure to climate change. Here’s what advisors need to know.

Patience has a price

Life

How firms are reaching a resistant segment