Industry Raymond James foresees hitting $100B in a few years The firm also hopes to reach 25% women advisors by 2025 By Melissa Shin |March 18, 2024 3 min read Your Business When clients ignore your out-of-office message Many advisors leave detailed out-of-office instructions for their clients. That’s not to say clients are following them By Allan Janssen |March 15, 2024 4 min read Industry Industry moves this week A variety of changes occurred across several industry areas By Katie Keir |March 18, 2024 2 min read Market Insights Handling corporate proxy fights When activist investors and boards go to battle, focus on your clients’ interests By Mark Rosen |March 14, 2024 3 min read Trending Industry Insights Is 65 the new 45? Canadians today are facing the longest retirements ever. Expert Advice How can advisors accelerate success? Being clear about your goals and surrounding yourself with the right partners and like-minded peers is key Products Gold as a popular hedge against geopolitical, economic uncertainty New products, platform allow easy access to the precious metal By Jonathan Got |March 15, 2024 2 min read Tax News CRA extends relief for bare trust returns Agency says it won’t apply gross negligence penalties for non-filing of 2023 bare trust returns except in “egregious cases” By Rudy Mezzetta |March 13, 2024 5 min read Products Tech roundup: Webull app offers interest on uninvested cash Also, Koyfin data platform now includes Canadian mutual funds By Jonathan Got |March 18, 2024 2 min read Regulation CFRs, CE and cybersecurity among CIRO’s priorities The SRO also updated its exam timeline for mutual fund dealers By Melissa Shin |March 13, 2024 3 min read Tax News CRA updates guidance on underused housing tax The update comes even though proposed changes to the UHT remain unenacted By Rudy Mezzetta |March 12, 2024 3 min read Estate Planning How to protect pets in estate planning Without a plan, a pet could be abandoned or go to an unintended guardian By Michael McKiernan |March 7, 2024 4 min read Featured Columnists View all → → Mark Rosen Investments Handling corporate proxy fights March 14, 2024|3 min read Sam Sivarajan Planning and Advice Buckle up: Money’s wild ride through the world of social identity February 15, 2024|3 min read Matt Trotta Tax & Estate Defining trusts for tax reporting and compliance February 8, 2024|5 min read What’s happening with Emerge ETFs? Receivable owing on Emerge ETFs creates unique tax challenge By Melissa Shin |February 2, 2024 Emerge unitholders become unsecured creditors By Melissa Shin |January 8, 2024 Emerge ETFs financials show $2.5 million in receivables due from manager By Melissa Shin and Mark Burgess |April 14, 2023 All Podcasts → Developments to Watch in ESG Investing Get set for a dynamic year ahead, portfolio manager says. Featuring Aaron White|March 18, 2024 From Stock Picks to Watch Amid a Soft Landing Market is “rife with opportunities,” portfolio manager says. Featuring Natalie Taylor, CFA|March 11, 2024 From Economic Recovery Expected to Continue Amid Inflation Uncertainty “Selectivity remains the game” in investing, portfolio manager says. Featuring Michael Sager|March 4, 2024 From Why Canadian Equities Are Poised for a Rebound Several companies are well-positioned to benefit from AI theme, PM says. Featuring Craig Jerusalim|February 26, 2024 From Webinar All webinars → The opportunities in real estate investing with Hazelview Investments Wednesday, March 27, 2024 at 1:00 pm ET As 2023 drew to a close, REITs experienced a significant rally, sparking intrigue among investors following a period of subdued performance driven by weight of higher interest rates. What lies ahead for the asset class in 2024? Sponsored by Register Now and Get CE Credits We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy. I agree Read More