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Linked notes changes having major impact

Sales of PARNs are down by about 50% since the feds proposed altering the tax treatment of linked notes

Giving investors a voice

A recent conference explored ways in which technology can help boost retail investor participation and shareholder rights

Our mistake

An error was made in the editing of a sentence in an article headlined “Insurance exemption deadline looms” in our Mid-October issue. The corrected sentence…

  • By: IE Staff
  • November 11, 2016 October 30, 2019
  • 00:00

Helping clients with registered accounts

Other financial priorities make contributing to these accounts difficult for some clients

New opportunities in robo-advisors

The investment industry is embracing and launching robo-advice platforms in one form or another

Hope for active portfolio managers

A new paper argues that active management can outperform by enough of a margin to justify its fees

Newsmaker: Going global to build business

The newly appointed CEO of Mackenzie Investments plans to use global strategies and product innovations to provide more options for retail clients

  • By: Jade Hemeon
  • October 31, 2016 October 30, 2019
  • 23:55

Changes to principal residence rules

The CRA will require taxpayers who sell their home to report the sale in order to claim the principal residence exemption

Providing income in retirement

Ensuring that clients have a sustainable stream of income during retirement has become more challenging for financial advisors. Uncertain equities markets and basement-low to negative…

Growing desire for responsible investing

RI is being held back by various factors, but advisors who offer the strategy could see significant growth in their books

  • By: Paul Brent
  • October 31, 2016 October 30, 2019
  • 23:55

TSXV proposal no panacea

New research found that reducing regulatory requirements for small firms also reduces market quality

Laurentian to close a third of branches

The Montreal-based bank is part of a national trend to reduce branches and offer more advice and digital services

Newsmaker: Growth with a smaller product shelf

Product consolidation and increasing assets are on the agenda for Bernard Letendre, new president at Manulife Investments

  • By: Jade Hemeon
  • October 11, 2016 October 30, 2019
  • 23:55

CUs in B.C. fighting new taxes

B.C. credit unions say they are a vital service and should not face the removal of a long-standing preferential tax rate

  • By: Brian Lewis
  • October 11, 2016 October 30, 2019
  • 23:55

Slow progress on gender diversity

New CSA report states that more work needs to be done by issuers to welcome women to their boards and into executive suites

Canaccord on the lookout for advisors

The firm is raising $60 million to recruit 30 to 40 advisors who have well-established relationships with demanding clients

Inheritance blues

We’ve all seen the bumper sticker that reads: “I’m spending my kids’ inheritance.” It’s funny, right? Think again, states Toronto-based HomEquity Bank. According to the…

  • By: Paul Brent
  • October 11, 2016 October 30, 2019
  • 23:55

OPC decision could have a big impact

Financial services firms may have to set up their dispute-resolution process "in a much more formal way"

Associations seek young members

The discussion about bringing new blood into professional organizations has amplified as more advisors retire

An underserved market segment?

Research found that there's lots of room for advisors to grow their business among high net-worth consumers

Gold bull has more to give

Lack of global growth and a pause in the rise of interest rates are fuelling a gold bull market that's likely to continue for some…

  • By: Jade Hemeon
  • September 27, 2016 October 30, 2019
  • 00:55

New concept could help fintech thrive

Report recommends the creation of a "regulatory sandbox" in Canada that gives fintech firms the freedom to experiment

Newsmaker: Pushing ahead on wealth management

National Bank is intent on increasing its high net-worth business, with a strong focus on clients rather than managing fund products

Asset allocation key to retirement income

With interest rates down for the count, an overweighted position in fixed-income just won't do the job for retirees

Settlement could redefine overtime pay

A first in Canada for advisors, a settlement has resulted in the implementation of an overtime pay policy for trainees