S&P downgrades TD on U.S. settlements
Ratings dropped amid concerns about bank's risk management
Top stories
Few advisor complaints about product shelf restrictions at the Big Six
Regulators and investor advocates continue to eye banks’ fund market dominance, but branch advisors don’t feel hampered
Total TFSA contribution room to rise above $100K in 2025
Next year’s contribution amount can be calculated using CPI data released Tuesday
What happens to the capital gains tax changes if the government falls?
Legislation to implement the hike to the capital gains inclusion rate has yet to be passed
- By: Rudy Mezzetta
Report Card on Banks
All quiet on the bank-branch front
Planners and advisors just want to be well coached, paid fairly and provided with effective tools
- By: Katie Keir
Manage capital gains tax changes as year-end approaches
High-net-worth and incorporated clients look for guidance on complex changes
- By: Rudy Mezzetta
Annual inflation falls to 1.6% in September
The reading raises the odds of a 50-basis-point rate reduction by the Bank of Canada
European regulators prep for possible T+1 move
ESMA promises transition oversight group to support move to faster settlement
- By: James Langton
A time of transition for the financial planning profession
Financial planners continue to adapt to a whirlwind of new developments in recent years
- By: Tashia Batstone
Report Card on Banks 2024 main chart
How branch advisors with the Big Six rated their banks' support offerings
- By: IE Staff
B.C. files four unexplained wealth orders so far
Two provinces fight crime with expanded civil forfeiture powers
- By: Rudy Mezzetta
Top producers drive shrinkage in branch-based advisory business
The most productive segment of branch-based advisors saw AUM and client rosters decline
- By: James Langton
Advocis chairman plans for greater board bench strength
Al Jones exemplifies association’s focus on community, promises consumer advocacy
Proposal to raise reps’ education gets mixed feedback
Industry support is broader for proposed exam-based model
- By: James Langton
How wealth management firms are attracting advisors
Independence, tech, support for succession planning are some of the attractions on offer
- By: Noushin Ziafati
Branch advisors’ role in contingency planning for their books
How big banks ensure a smooth transition from one branch advisor to another
- By: Roland Inacay
Manage capital gains tax changes as year-end approaches
High-net-worth and incorporated clients look for guidance on complex changes
- By: Rudy Mezzetta
B.C. files four unexplained wealth orders so far