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Acting as attorney for property when your client is family

Best practice calls for separate roles

multiracial business meeting in boardroom, sitting at a table

Industry moves this week

A roundup of the latest advisor and executive moves

pencil erasing credit card debt

Household debt rises in the face of rate hikes

Credit card debt rises for second straight month, outpacing mortgage growth

Financial data on a monitor—Stock market data on LED

NASAA targets deadbeat brokers

Model rule, if implemented by regulators, would add enforcement teeth to arb awards, sanctions

Close-up of payment machine buttons with human hand holding plastic card near by

Consumer sentiment in Canada posts biggest drop since pandemic onset amid inflation

A new survey by the Conference Board of Canada indicates consumer confidence decreased 11.7 points in May

G7 gives thumbs up to ISSB disclosure standards plan

Pursuit of global climate standards needs industry, policymaker participation

Stack of cryptocurrencies in a circle on the motherboard

Crypto adoption poses risks to emerging markets

Shift to crypto could boost financial inclusion, but may weaken monetary policy efficacy

Extreme Closeup of New Polymer Twenty Dollar Bills

Inflation could be back on track next year, CIBC report says

Certain factors will assist monetary policy

  • By: Staff
  • May 19, 2022 May 19, 2022
  • 16:41
gavel

Former rep fined, banned for misappropriated client money

MFDA alleged over $300,000 was taken through early GIC redemptions, withdrawals

Communication network concept. Multiple exposure.

What’s new and what’s out from the fund manufacturers

Say hello to copper and metaverse funds, while innovation funds launched last year are closing

How should inflation affect retirement withdrawal rates?

Experts at the Morningstar Investment Conference discussed strategies for anxious retirees

dentist and healthcare

How inflation is hitting the health-care sector

Higher input costs are shrinking margins

Gas flaring. Torch against the sky.

Quitting Russian gas would spell recession in Europe

The path to greater energy security won't be quick

Miniature house on white background

Housing price pressures ease in April: StatsCan

Record levels of construction continue to push new home prices higher year over year

handshake

Success with succession more likely with team approach

A financial advisory team in Oakville, Ont. has found that both clients and the bottom line can benefit when advisors work in tandem

Truth in labelling comes for Ontario advisors

As the province adjusts to titles regulation, we look at Quebec’s experience

Investor’s inheritance, ESG concerns prompt her to switch advisors

Help this client factor in ESG investing and plan for the future

Acting as attorney for property when your client is family

Best practice calls for separate roles