Top stories
House of Commons in Ottawa

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

All quiet on the bank-branch front

Planners and advisors just want to be well coached, paid fairly and provided with effective tools

Manage capital gains tax changes as year-end approaches

High-net-worth and incorporated clients look for guidance on complex changes

Falling inflation

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

Economic growth

European regulators prep for possible T+1 move

ESMA promises transition oversight group to support move to faster settlement

old way, new way

A time of transition for the financial planning profession

Financial planners continue to adapt to a whirlwind of new developments in recent years

Main table data for annual bank research

Report Card on Banks 2024 main chart

How branch advisors with the Big Six rated their banks' support offerings

Canadian laws

B.C. files four unexplained wealth orders so far

Two provinces fight crime with expanded civil forfeiture powers

david and goliath fight

Top producers drive shrinkage in branch-based advisory business

The most productive segment of branch-based advisors saw AUM and client rosters decline

Al Jones

Advocis chairman plans for greater board bench strength

Al Jones exemplifies association’s focus on community, promises consumer advocacy

School exam student's taking educational admission test in class, thinking hard, writing answer in university classroom, education and world literacy day concept (School exam student's taking educational admission test in class, thinking hard, writing

Proposal to raise reps’ education gets mixed feedback

Industry support is broader for proposed exam-based model

Concept of a social network

How wealth management firms are attracting advisors

Independence, tech, support for succession planning are some of the attractions on offer

succession planning

Branch advisors’ role in contingency planning for their books

How big banks ensure a smooth transition from one branch advisor to another

Manage capital gains tax changes as year-end approaches

High-net-worth and incorporated clients look for guidance on complex changes