News – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 11 Nov 2024 13:41:35 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png News – Investment Executive https://www.investmentexecutive.com 32 32 Regulators consult on paying out disgorged money https://www.investmentexecutive.com/newspaper_/news-newspaper/regulators-consult-on-paying-out-disgorged-money/ Mon, 11 Nov 2024 05:10:00 +0000 https://www.investmentexecutive.com/?p=495945 Industry and investor advocates welcome OSC and CIRO proposals

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]]> Banks’ efforts to cut financed emissions hit hurdles https://www.investmentexecutive.com/newspaper_/news-newspaper/banks-efforts-to-cut-financed-emissions-hit-hurdles/ Mon, 11 Nov 2024 05:10:00 +0000 https://www.investmentexecutive.com/?p=495949 Net-zero pledges are contingent on factors banks can’t control, research found

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]]> Proposed CRA audit powers sound alarms https://www.investmentexecutive.com/newspaper_/news-newspaper/proposed-cra-audit-powers-sound-alarms/ Tue, 05 Nov 2024 19:00:00 +0000 https://www.investmentexecutive.com/?p=495948 If proposals pass, CRA can impose harsh new penalties and compel taxpayer testimony under oath

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]]> Sun Life earns $1.35 billion in Q3 https://www.investmentexecutive.com/news/industry-news/sun-life-earns-1-35-billion-in-q3/ Tue, 05 Nov 2024 15:36:07 +0000 https://www.investmentexecutive.com/?p=496029 The insurer had $1.51 trillion in AUM on Sept. 30

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]]> Advocis chairman plans for greater board bench strength https://www.investmentexecutive.com/newspaper_/news-newspaper/advocis-chairman-plans-for-greater-board-bench-strength/ Tue, 15 Oct 2024 04:08:00 +0000 https://www.investmentexecutive.com/?p=494120 Al Jones exemplifies association’s focus on community, promises consumer advocacy

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]]> Proposal to raise reps’ education gets mixed feedback https://www.investmentexecutive.com/newspaper_/news-newspaper/proposal-to-raise-reps-education-gets-mixed-feedback/ Tue, 15 Oct 2024 04:01:00 +0000 https://www.investmentexecutive.com/?p=494113 Industry support is broader for proposed exam-based model

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]]> Manage capital gains tax changes as year-end approaches https://www.investmentexecutive.com/newspaper_/news-newspaper/manage-capital-gains-tax-changes-as-year-end-approaches/ Tue, 08 Oct 2024 15:00:00 +0000 https://www.investmentexecutive.com/?p=494124 High-net-worth and incorporated clients look for guidance on complex changes

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]]> Rulebook rewrite sparks pushback https://www.investmentexecutive.com/newspaper_/news-newspaper/rulebook-rewrite-sparks-pushback/ Fri, 13 Sep 2024 04:05:00 +0000 https://www.investmentexecutive.com/?p=492347 Industry at odds with CIRO’s proposals on maximum penalties and dispute resolution

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]]> Avoiding double taxation when an incorporated client dies just got easier https://www.investmentexecutive.com/newspaper_/news-newspaper/avoiding-double-taxation-when-an-incorporated-client-dies-just-got-easier/ Fri, 13 Sep 2024 04:04:00 +0000 https://www.investmentexecutive.com/?p=492351 Proposal would give executors more time to implement loss carryback strategy

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]]> Can AI boost market returns? https://www.investmentexecutive.com/newspaper_/news-newspaper/can-ai-boost-market-returns/ Fri, 13 Sep 2024 04:01:00 +0000 https://www.investmentexecutive.com/?p=492348 Gaining an investment edge with large language models is no simple feat

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