CRA confirms bare trusts don’t have to file for 2025 tax year
Updated proposed filing exemptions are in Bill C-15
Top stories
How should advisors speak to clients about total cost reporting?
Clients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 — advisors should explain the changes in advance
Regulators eye market makers’ role in ETF trading
They bring liquidity and pricing benefits, but some ETFs have too few
Are ESG ETFs dead? Report shows they’re still attracting investor dollars
The funds reached a new record of US$799.35B in assets in November: ETFGI
- By: Noushin Ziafati
As a property slump drags on, China’s economy looks more resilient than it feels
Some industries are thriving off of government investments in technology, but small business owners are struggling
Move cautiously with online advice
CIRO should publish a consumer-protection agenda detailing potential harms, necessary guardrails and outcome metrics
- By: Harvey Naglie
Confidence a bigger determining factor of savings than financial literacy
Confident and knowledgeable retirement plan members are most likely to seek advice
- By: Jonathan Got
With the legendary Warren Buffett stepping back, Berkshire Hathaway enters a new era
Buffett remains chairman and controls nearly 30% of the voting power in the stock
Financial industry’s New Year’s resolutions
Optimism for tech and growth comes with market and macroeconomic concerns
- By: Jonathan Got
Sisu Investment boosts its stake in Wilmington Capital
Sisu paid $6.5 million to gain a more prominent minority shareholder position
- By: Kevin Press
Precious metal prices send S&P/TSX composite lower, U.S. markets also decline
The S&P/TSX composite index fell 103.17 points to 31,896.59
How RBC Insurance’s AI underwrites, detects fraud
AI tool targets profitability, efficiency: digital chief
- By: Jonathan Got
Protests erupt in Iran over currency’s plunge to record low
State TV has reported the resignation of Mohammad Reza Farzin, the head of the central bank
Thematic ETF assets grow to US$467.9B in 2025
Tech, climate change account for nearly half of thematic ETF assets
- By: IE Staff
With CRM3 around the corner, here’s how financial services firms are preparing
Total cost reporting will increase fee transparency, put more onus on advisors to demonstrate their value to clients
- By: Noushin Ziafati
ETFs find favour as building blocks of other funds
They are increasingly being used for fixed income, foreign equities exposure
- By: Pierre Théroux
Will gold still drive TSX gains next year? Fund managers weigh in
Fund managers have mixed feelings about 2026 — they're optimistic about multiple sectors, but see continued risk on the global trade front
Inside Track
Matthew Taylor
Securities Law
Robert Wilson
Investments
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Advisor chargebacks are bad for the industry