Industry

Rising rates shake client confidence

Though most Canadians say they’re optimistic about their finances (77%), nearly three in five (59%) say they’d feel “significantly less” confident if interest rates go up again, finds the annual CIBC financial confidence survey. Read: Canadians more confident about their financial futures: Mackenzie survey Further, 70% of those surveyed say the impact of inflation and […]

By Staff |January 15, 2018

1 min read

Sun Life Financial predicts impact of U.S. tax changes

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By Staff |January 12, 2018

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How Buffett buoys Berkshire Hathaway

The Oracle of Omaha is proactive when it comes to his succession plan. Read: Create a stronger succession plan Warren Buffett has appointed two new vice-chairs to Berkshire Hathaway—a move that’s part of his ongoing succession plan; not related to his health, he told CNBC on Jan. 10. The new vice-chairs are Gregory Abel and […]

By Staff |January 11, 2018

1 min read

IIROC fines rep $90K for failure to address conflict and client complaint

Commissions influenced his recommendations

By Staff |January 11, 2018

1 min read