Protecting index investors from dual-class shares
How important is shareholder democracy?
- November 26, 2021 November 26, 2021
- 11:17
Top stories
Market Insights
Effective planning includes updating beneficiary designations
At FP Canada's ethics session, financial planners were urged to proactively address client changes
- November 26, 2021 November 26, 2021
- 14:42
Stocks sink on new Covid variant, with Dow losing 905 points
The S&P 500 index dropped 106.84 points, or 2.3%, marking its worst day since February
- November 26, 2021 November 26, 2021
- 15:15
A primer on tax and cryptocurrencies in Canada
Whether earnings from crypto are considered business income or a capital gain depends on the holder’s behaviour
- By: Gail J. Cohen
- November 25, 2021 November 24, 2021
- 09:00
When majority rules, lax regulation can ensue
A BoC paper suggests that if the beneficiaries of weak rules outnumber the likely casualties, regulatory failure can arise
- By: James Langton
- November 26, 2021 November 26, 2021
- 16:55
Canadians seeking advice report greater financial confidence, survey finds
People are generally more confident about their finances, despite economic anxiety, according to IG Wealth's latest index
- By: Staff
- November 26, 2021 November 26, 2021
- 15:03
B.C. court finds investor must testify to BCSC
The individual was worried that his testimony to the regulator could be used by U.S. authorities
- By: James Langton
- November 26, 2021 November 26, 2021
- 15:27
To be competitive, Canada must address payroll barriers to remote work
Simplified tax reporting was one solution floated in a report by PwC
- By: Staff
- November 26, 2021 November 26, 2021
- 10:36
A little-known TFSA tip for year-end tax planning
This strategy can work well for wealthy clients with large TFSA balances
- By: Guillaume Poulin-Goyer
- November 25, 2021 November 25, 2021
- 16:43
Federal deficit hits nearly $69B over first half of fiscal year
The Finance Department's fiscal monitor says the deficit now reflects current economic challenges caused by Covid-19
- By: The Canadian Press
- November 26, 2021 November 26, 2021
- 11:28
Businesses brace for supply chain-tied fallout: StatsCan
Businesses expect profits to hold up, even as prices rise and amid labour shortages
- By: James Langton
- November 26, 2021 November 26, 2021
- 12:58
BFI fund audits withdrawn
Receiver reports that funds' former auditor retracted two years of audit reports
- By: James Langton
- November 25, 2021 November 25, 2021
- 16:55
Quadrus settles with MFDA over lapses in sales practices
Incentive structure favoured in-house funds over third-party funds, regulator found
- By: James Langton
- November 24, 2021 November 24, 2021
- 16:58
For ETF investors, the metaverse is (almost) here
Evolve and Horizons are ready to launch their first-in-Canada funds
- By: Staff
- November 25, 2021 November 25, 2021
- 15:19
How advisors can help build clients’ confidence
Investors may require more holistic and thoughtful advice than ever before
- By: Maddie Johnson
- November 24, 2021 November 24, 2021
- 16:30
MFDA proposes new alt fund proficiency rule
Proposal would replace the requirements under provincial regulators' existing rules
- By: James Langton
- November 25, 2021 November 25, 2021
- 12:26
IIROC advisors can earn 10 compliance credits with CE Corner
Newcom Media expands continuing education site for financial professionals
- By: Staff
- October 15, 2021 October 26, 2021
- 12:14
Effective planning includes updating beneficiary designations
At FP Canada's ethics session, financial planners were urged to proactively address client changes
Help investors beat FOMO
An OSC Dialogue panellist highlighted the need for investor coaching
- By: Katie Keir
- November 24, 2021 November 24, 2021
- 16:49
How advisors can help build clients’ confidence
Investors may require more holistic and thoughtful advice than ever before
- By: Maddie Johnson
- November 24, 2021 November 24, 2021
- 16:30
How to better serve a diverse clientele
A panel at FP Canada's conference suggested ways to overcome the barriers some clients face
- By: Daniel Calabretta
- November 24, 2021 November 24, 2021
- 12:50
