News and resources for Canada's top financial advisors
Est. 1998
News
Mark has been the managing editor of Advisor.ca since 2017. He has been covering business and politics for more than a decade. Email him at markb@newcom.ca.
Regulation
Firms are reporting increased compliance costs as they respond to ESG guidance and regulatory "sweeps"
By Mark Burgess | November 29, 2023
2 min read
Tax News
The Liberals are moving ahead with a measure for financial institutions proposed in the 2023 budget
By Mark Burgess | November 28, 2023
Products
Plus, new ETFs from Mackenzie
By Mark Burgess | November 22, 2023
The first $10 million in capital gains realized on the sale of a business would be exempted under proposed change
By Mark Burgess | November 21, 2023
1 min read
Life
High rates and demand led the firm to re-enter the market five years after exiting
By Mark Burgess | November 20, 2023
Plus, balanced funds go private and an AI-branded ETF
By Mark Burgess | November 17, 2023
6 min read
Industry
Inflation forcing some clients to withdraw assets to meet needs
By Mark Burgess | November 15, 2023
Economic Indicators
Manulife's Frances Donald warns that the current environment has made forecasting very difficult
By Mark Burgess | November 14, 2023
4 min read
Industry News
Passive funds drove the redemptions, while active flows remained positive
By Mark Burgess | November 13, 2023
As yields surged last month, investors moved into longer-duration bond funds, National Bank says
By Mark Burgess | November 3, 2023
The CFA Institute, GSIA and PRI hope their new resource will be adopted by industry and regulators
By Mark Burgess | November 1, 2023
Columnists
November 28, 2023|4 min read
October 25, 2023|3 min read
October 23, 2023|3 min read
September 11, 2023|3 min read
Tax & Estate
October 26, 2023|4 min read
July 31, 2023|5 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
Investments
September 15, 2023|3 min read
June 20, 2023|3 min read
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