Debbie Pearl-Weinberg, executive director, Tax & Estate Planning, CIBC Wealth Strategies Group, reports on expanded tax credits in the 2017 federal budget.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Dramatic revenue increase needed to keep pace with systems costs: regulators
Departure clears the way for Republicans to name new top regulator
Concerns about conflicts, insider trading, manipulation in pre-hedging trades
Resilient U.S. economy continues to lead the G7, France enjoys Olympics boost