GST/HST on mutual fund trailers comes with compliance costs, audit risk
Firms weigh in on what CRA’s new stance on trailing commissions means for dealers, advisors and fund managers
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Morning headline risk
Here's what more than a century of data tells us about the long-term effects of geopolitical risk
Industry moves: ZLC Financial joins Q Wealth
Plus, appointments at TD Securities, Vanguard and more, and FSRA establishes P&C division
S&P/TSX composite hits new high amid calmer market, U.S. stock markets mixed
Safe haven gold nears US$5,000 an ounce while silver tops US$100-mark
Health-care budgeting for longevity
Don’t think about care costs as a single number — plan for ranges that evolve over time
- By: Neela White
Claim against Bridging fund not dead yet
Company to appeal denied $213M claim against flagship fund
- By: James Langton
Time for dovish talk from the BoC: Desjardins
Amid weak hiring, household debt concerns, central bank should soften tone, report argues
- By: James Langton
Product roundup: Global X’s new ETF seeks to capitalize on growth of tokenized finance
Plus, launches from Harvest and Hamilton ETFs and RPIA to close mutual fund
- By: Noushin Ziafati
Aussie fund manager gets jail for insider trading
Inside info acquired by snooping on client's computer, ASIC alleged
- By: James Langton
Crypto sector, meet conduct standards, ethical duties
FCA consults on latest phase of new rules for crypto firms
- By: James Langton
Canadian retail sales up 1.3% in November at $70.4B
Sales rose in 8 of 9 subsectors Statistics Canada tracks
Global growth is resilient, but policymakers at Davos warn against complacency
Economic leaders point to need for action on debt, inequality
CSA streamlines fund disclosure
Proposed new investor report, cost metric not part of initial reform
- By: James Langton
Canadian resident return trips from U.S. in November down 23.6%
Returns from overseas trips rise 13.6%
Ex-banker pleads guilty in money laundering case
Accounts opened for shell companies to funnel money to Colombia
- By: James Langton
Trailing commissions to be subject to GST/HST: tax interpretation
Dealers, advisors brace for July 1 implementation deadline
Court holds lawyer accountable for AI hallucinations
Legal filings included citations that were made up by AI
- By: James Langton
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Advisor chargebacks are bad for the industry