Estate planning with trusts
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- August 12, 2022 August 12, 2022
- 13:56
Top stories
Jacqueline Power
Industry moves this week
Seasoned advisors are on the move
- August 12, 2022 August 12, 2022
- 12:17
Feds move ahead with CCPC measures
Draft legislation includes expanded SBD access, definition of substantive Canadian-controlled private corporation
- August 11, 2022 August 11, 2022
- 09:05
Fraudster gets 10 years for boiler room scheme
Scammers posed as legit Wall Street brokers to dupe investors
- By: James Langton
- August 12, 2022 August 12, 2022
- 13:54
Supply chain easing raises hope for cooling inflation
Reduced congestion, slowing demand, rising inventories signal price pressure may ease, Fitch Ratings says
- By: James Langton
- August 12, 2022 August 12, 2022
- 14:05
CSA to host roundtable on derivatives rules
Regulators to prep industry for forthcoming conduct regime
- By: James Langton
- August 12, 2022 August 12, 2022
- 13:41
Disinherited children win big in Alberta and B.C. courts
Such scenarios are becoming increasingly common as estate sizes increase, a Vancouver lawyer suggests
- By: Michael McKiernan
- August 11, 2022 August 11, 2022
- 09:52
New First Home Savings Account: everything you want to know
Department of Finance releases details today that outline the age limit and allow unused contribution room to be carried forward
- By: Rudy Mezzetta
- August 9, 2022 August 9, 2022
- 16:16
CI posts decline in revenue in volatile Q2
Total assets down 7.6% from previous quarter, but up 12.2% year over year
- By: Rudy Mezzetta
- August 11, 2022 August 11, 2022
- 15:33
Canada Pension Plan Investment Board loses 4.2% in Q1
Private equity, credit and real estate contributed "modestly" to the losses, the board said
- By: The Canadian Press
- August 11, 2022 August 11, 2022
- 10:04
Advisors must improve how they work with wealthy families
False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant
- By: Rudy Mezzetta
- August 10, 2022 August 11, 2022
- 11:59
Regulatory peril is banks’ top governance risk: Fitch
Failings that inflict broader reputational harm or signal deeper issues are most likely to impact credit ratings
- By: James Langton
- August 11, 2022 August 11, 2022
- 16:39
Manulife reports $1.6B drop in Q2 earnings on market impacts
Participating insurance sales helped drive 32% premium increase in Canada
- By: The Canadian Press, Staff
- August 11, 2022 August 11, 2022
- 15:15
Drought woes add to Europe’s recession risk
Low river levels disrupting shipping, energy, production capacity
- By: James Langton
- August 11, 2022 August 11, 2022
- 14:00
Brookfield reports profit fell in the second quarter, revenue up
Record inflows contribute to strong fundraising outlook, the alternative asset manager said
- By: The Canadian Press
- August 11, 2022 August 11, 2022
- 10:20
New and upgraded tax credits coming for clients
The Liberal government is moving ahead with tax proposals
- By: Mark Burgess
- August 9, 2022 August 9, 2022
- 14:16
Feds soften banks’ recovery dividend in draft legislation
However, the bank and insurer surtax remains at 1.5% for profits over $100M
- By: Melissa Shin
- August 9, 2022 August 9, 2022
- 14:27
Advisors must improve how they work with wealthy families
False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant
Vacation tips for advisors
To ease client worries, advisors may need to be responsive in case of emergencies
- By: Daniel Calabretta
- August 8, 2022 August 8, 2022
- 13:38
Advice for novice advisors in tough times
How these experienced advisors handled unfavourable economic conditions
- By: Greg Meckbach
- June 30, 2022 June 29, 2022
- 12:00
Debt in a time of rising rates
How will rising rates affect your clients, particularly those with debt?
- By: Staff
- June 17, 2022 June 17, 2022
- 10:05
