Wedding bells — or alarm bells?

Planning and Advice

Wedding bells — or alarm bells?

What to do when you suspect an elderly client is being manipulated in a late-life relationship

By Allan Janssen |May 27, 2024

4 min read

Life

FCNB joins fight against LLQP cheats

Regulator follows CISRO, FSRA with tougher exam administration policy

By James Langton |May 28, 2024

1 min read

Tax News

CRA announces prescribed rate for Q3

Agency confirms the interest rate Canadians must pay on overdue tax will drop to 9%

By Rudy Mezzetta |May 28, 2024

2 min read

Regulation

FSRA seeks CRM2-like disclosures for seg funds

Proposal would require seg fund disclosure of embedded costs

By James Langton |May 27, 2024

2 min read

Trending

Bring a new perspective to family wealth transfer

Industry Insights

Bring a new perspective to family wealth transfer

Wealth transfer is on your clients’ minds. Are segregated funds in their portfolio?

Net Zero: Seizing the opportunities of an economy in transition

Industry Insights

Net Zero: Seizing the opportunities of an economy in transition

How adopting emission reduction targets can benefit investors

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Industry

FAIR Canada applauds Saskatchewan’s OBSI bill

“Landmark” legislation is significant step forward in protecting investors, organization says

By James Langton |May 28, 2024

2 min read

Policy

The outlook for a rate cut in June

Economist considers the factors influencing the Bank of Canada’s next interest rate announcement

By Alizée Calza |May 27, 2024

4 min read

Your Business

Partnering like a pro: Advisors and family meeting facilitators

Family meetings can break the money taboo and set families up for financial success

By Noushin Ziafati |May 24, 2024

6 min read

Regulation

OSFI confronts rising liquidity risks

Regulator consults on revisions to boost intra-day liquidity insight

By James Langton |May 27, 2024

2 min read

Regulation

DFSA no longer an approved credential in Ontario

Designation holders have six months to obtain a different credential to use the financial advisor title

By Michelle Schriver |May 23, 2024

3 min read

Products

Spot Ethereum ETFs clear key SEC hurdle

The development comes months after the regulator approved bitcoin ETFs

By Noushin Ziafati |May 24, 2024

3 min read

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Melissa Shin

EMBARGOED – Product news: Whitelabelling comes to Canada

August 8, 2024|3 min read

The Canadian Press

Fitch downgrades TD Bank outlook to negative

May 29, 2024|1 min read

Elaine Kurtenbach

IMF upgrades its forecast for China’s economy

May 29, 2024|2 min read

Ritika Dubey, The Canadian Press

More Canadians making only minimum payment on credit cards: TransUnion

May 28, 2024|2 min read

Staff

Latest market numbers

May 28, 2024|1 min read

Ian Bickis, Canadian Press

Scotiabank profits slip amid rising strain in auto loans, mortgages

May 28, 2024|3 min read

What’s happening with Emerge ETFs?

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Emerge ETFs unitholder calls for greater oversight

By Melissa Shin |April 29, 2024

OSC still overseeing Emerge Canada

By Melissa Shin |April 16, 2024

What we’ve learned from the Emerge ETFs saga

By Melissa Shin |March 25, 2024

Bring a new perspective to family wealth transfer

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IMF upgrades its forecast for China’s economy

By Elaine Kurtenbach |May 29, 2024

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By Ian Bickis, Canadian Press |May 28, 2024

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What is the future of ESG?

Wednesday, May 8, 2024 at 1:00 pm ET

This virtual roundtable replay will discuss how ESG will adapt for the future and what investment products and themes could emerge.

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