Opinion: Tax reform needed to lift gloom in corporate sector
Federal budget did little to invigorate sluggish investment spending
Federal budget did little to invigorate sluggish investment spending
Tech, profound shocks have changed investor behaviour
A new approach is needed to replace failed government programs
Regulators require internal compliance expertise
Advisors and firms are well positioned to instil investor confidence
Taxpayer incentives, pension fund mandates are options worth exploring
Action is critical given the importance of small business to the economy
Positioning, sound policy will help firms weather the inflationary storm
Advisors can offer a personalized experience through deeper client engagement
The CSA is expected to propose new cost reporting for investors
Extensive oversight is needed for integrated EMD and IC/PM business models
Opinion: Without a detailed fiscal plan, program spending and budget deficits may exceed the current projections
A clear delineation of responsibilities would allow for an effective relationship
The changes ushered in by Covid-19 will have a long-term impact
A number of smaller investment dealers have made acquisitions to improve the depth of their product shelves
Continued transformation and innovation is needed to meet the demands of baby boomers and millennials
The recent uptick in small advisory firms reflects several factors affecting the Canadian wealth business
Overlapping regulatory agendas will require constructive coordination
SRO reform can lead to a better outcome for dealers and their clients
Executives have realized that remote-based operations can continue in a post-pandemic world
The task force’s approach should extend beyond updating the Ontario Securities Act
Scale is vital to the success of smaller investment dealers
Engaging with regulators is an important part of ensuring new rules are implemented effectively
Why strengthening personal data protections poses a looming challenge for the Canadian investment industry
Why well-managed small and mid-size independent dealers are competing effectively