FSRA proposes DSC ban for seg funds
Proposal would eliminate regulatory arbitrage between seg funds and mutual funds
- November 25, 2022 November 25, 2022
- 11:17
Top stories
Life
How to prevent client complaints
At FP Canada's annual conference, Ellen Bessner outlined red flags to identify and mitigate
- November 24, 2022 November 25, 2022
- 16:36
New SRO gets formal approval from CSA
Provincial regulators finalized recognition orders and interim rules
- November 24, 2022 November 24, 2022
- 14:14
Wealthsimple Advisor settles client privacy case with MFDA
Regulators alleged the firm's onboarding process for new reps was deficient
- By: James Langton
- November 24, 2022 November 24, 2022
- 17:47
Leveraging technology to serve your clients
Advisors face a host of challenges integrating new tech
- By: Maddie Johnson
- November 25, 2022 November 25, 2022
- 09:32
What’s new in investment products
NBI launched international equity funds while CIBC released a fixed-income alt
- By: Greg Meckbach
- November 25, 2022 November 25, 2022
- 09:10
Businesses coping well with headwinds: StatsCan
Most firms to resist raising prices despite inflation and input cost challenges
- By: James Langton
- November 25, 2022 November 25, 2022
- 14:34
Alberta projects $12.3B surplus in latest fiscal update
The government set aside $2.8 billion over three years to cover inflation-fighting programs and payouts
- By: Dean Bennett, Canadian Press
- November 25, 2022 November 25, 2022
- 15:07
Credit unions up their game in wealth management
The state of play of advisory, investment services from co-operatives, credit unions
- By: Greg Meckbach
- November 25, 2022 November 25, 2022
- 15:37
Advisor business support growing across Canada’s wealth firms
There's higher demand for advisor coaching and consulting that can't be ignored
- By: Katie Keir
- November 24, 2022 November 24, 2022
- 09:00
Federal government posts $1.7-billion surplus for April to September period
Compared to the same period in the previous fiscal year, government revenues were up 18.6%
- By: The Canadian Press
- November 25, 2022 November 25, 2022
- 15:00
Cross-selling opportunities prompt P&C brokerages to buy advisors
Actual assets under management of advisor aren’t always worth purchasing on their own
- By: Philip Porado
- November 25, 2022 November 25, 2022
- 14:53
Canada’s housing market is correcting, not crashing
Fundamentals remain strong, CIBC's deputy chief economist says
- By: Maddie Johnson
- November 23, 2022 November 23, 2022
- 16:30
Head of bankers group raises concerns about surtax
Anthony Ostler also called for more consumer protection in the emerging payments space
- By: Staff, with files from The Canadian Press
- November 24, 2022 November 24, 2022
- 15:41
Due diligence is key with alternative investments
This year has brought new opportunities but also fresh scrutiny
- By: Mark Burgess
- November 23, 2022 November 23, 2022
- 15:36
Manulife cutting about 50 jobs as part of changes at its real estate operations
The company is moving away from property operations to refocus its business as an investment manager
- By: The Canadian Press
- November 24, 2022 November 24, 2022
- 13:59
First-time homebuyers can use FHSA and HBP, feds propose
Rules governing new tax-free home savings account to be effective April 1, 2023
- By: Rudy Mezzetta
- November 23, 2022 November 23, 2022
- 09:58
Industry Insights
First home savings get a boost
FHSAs provide new planning opportunities for advisors and their clients.
- By: Desjardins
Leveraging technology to serve your clients
Advisors face a host of challenges integrating new tech
How to prevent client complaints
At FP Canada's annual conference, Ellen Bessner outlined red flags to identify and mitigate
- By: Michelle Schriver
- November 24, 2022 November 25, 2022
- 16:36
Advisor business support growing across Canada’s wealth firms
There's higher demand for advisor coaching and consulting that can't be ignored
- By: Katie Keir
- November 24, 2022 November 24, 2022
- 09:00
Asking clients the right questions to build relationships
Advisors' questions can influence how much clients share and how comfortable they are
- By: Katie Keir
- November 23, 2022 November 23, 2022
- 14:08
