Home Newspaper News Page 16

Latest news in News

TFSA making its prominence felt

There is about $233 billion held in TFSAs. The vehicle marks its 10th anniversary next month

“Crowding out” phenomenon to pick up

The increase in interest rates and government borrowing will lead investors toward higher-quality government bonds

Stuck in neutral

Mutual funds sales slump reflects investors’ risk-averse mentality

  • By: Rudy Luukko
  • November 13, 2018 November 9, 2019
  • 06:00
Supreme Court of Canada building in Ottawa

Skepticism dogs CMRA’s progress

A divided industry awaits SCC ruling on national regulator

A perfect deal?

Fiera/Canoe deal could be the beginning of a broader relationship

Canada lagging in sustainable financing

Banks and asset-management firms in this country are failing to keep pace with their global counterparts

Newsmaker: Award is a win for embracing diversity

Top Under 40 Award winner's dedication to underserved communities is a reflection of where the industry is heading

CSA reforms get mixed reviews

Investor advocates cite lack of “best interest” standard

Estate Planning: Strategy challenged

Common strategy’s wording problematic

Changes at AGF

Incoming CEO Kevin McCreadie intends to stay the course

This is not goodbye …

Ozy Camacho, Group Publisher, Investment & Advisor Groups, steps back

  • By: Ozy Camacho
  • October 26, 2018 October 31, 2019
  • 00:11

A greater value on philanthropy

Charitable giving is more important for Canadians with higher levels of wealth - and there is much advisors can do to help

Chart: Advisor ranks hold steady as total firms decline

Business of advice continues to evolve

Advisors are serving fewer clients overall, but more wealthy clients since 2008 as they focus on providing specialized services

Andrew Auerbach, BMO Nesbitt Burns, Investment Executive November 2018, page 12

Newsmaker: Taking collaboration to the next level

The new head of BMO Nesbitt Burns wants to help advisors grow their businesses by working with other experts at BMO

Exploring cryptoasset regulation

Money laundering and tax evasion are key concerns

CSA faces opposition

OTC proposals are “too far-reaching,” some groups argue

Looking at cannabis

Established market makes cannabis less speculative than blockchain

Investment Execuitve Mid-October 2018 page 10

Newsmaker: A home for independent advisors

Stéphane Dulude will be drawing on his experience to help Peak Financial Group expand its footprint outside Quebec

Case reveals importance of having the right POA

If an appointment is challenged, a court is likely to strive to preserve the POA grantor's wishes

Ontario takes aim at DSC ban

New government expresses concern about CSA’s proposals

An eye on cryptos

Coin Capital is focused solely on emerging technologies

Slowdown expected

Escalation of U.S.-China trade war is a concern of economists

Strong growth drives gains

Six in 10 firms reported either higher earnings or positive income compared with a loss in the same quarter last year

“Great” service includes life planning

Although 21% of clients rated their financial advice as "gold," that level of satisfaction is based on more than returns

Calls for transparency in bond markets

CSA proposal would introduce post-trade transparency requirements for trading in government bonds