News and resources for Canada's top financial advisors
Est. 1998
Industry
Final requirements to be released by end of Q2, take effect in 2024
By James Langton |February 17, 2023
3 min read
British regulator calls out industry ahead of July 31 deadline for new standards
By James Langton |January 25, 2023
2 min read
Economic Indicators
Strong investor recoveries expected to continue in the year ahead
By Staff |January 25, 2023
Life
FSRA also reiterated that it wants clients to be protected from seg fund deferred sales charges, regardless of when the funds were purchased
By Greg Meckbach |January 20, 2023
Regulator alleged investors weren't told the truth about CEO's dismissal
By James Langton |January 9, 2023
Criteria need to be strict enough to be credible, without being too tough for fund managers
By James Langton |December 21, 2022
Regulators enhance requirements on real estate issuers, collective investment vehicles
By James Langton |December 8, 2022
Tax News
The government is delaying implementation of rules that could affect advisors whose clients use aggressive tax planning
By Michael McKiernan |November 8, 2022
Sanctions include market bans, costs, but no financial penalties
By James Langton |November 4, 2022
The government will delay implementation of new rules that could affect advisors whose clients use aggressive tax planning
By Staff |November 4, 2022
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.