CIRO issues phase two of CE reform proposals
Proposals out for 90-day comment period, final regime slated for Jan. 1, 2028
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Re: CIRO issues phase two of CE reform proposals
CIRO should be focused on raising advisor competence, not easing dealer compliance
Global ETF industry gathered a record US$626 billion in Q1
ETF assets under management now sit at US$20 trillion
Oil tumbles more than 10% and Wall Street rallies after Iran reopens Strait of Hormuz
Strong start to earnings season also boosts U.S. stock market
Wealthsimple’s new X partnership brings opportunities and risks, experts say
Users of app can click stock tags on X to see performance, then trade
Inflation expected to jump in March as Iran oil shock enters price data
Short-term impact not likely to affect the BoC's next rate decision on April 29
Carney announces new summit in Toronto aimed at driving $1 trillion in investment
CPPIB and Public Sector Pension Investment Board are partners in the event
FP Canada, Institute of Financial Planning update guidelines on expected returns, add shelter projection
Projected returns slightly lower for equities, fixed income compared to last year's guidelines
- By: IE Staff
Annual rate of housing starts slowed in March
Housing market continues to lose momentum: CMHC
RBC, Scotiabank pull back on climate goals
The banks are dropping their interim emission reduction targets due to various factors
No automatic interest relief for trusts complying with retroactive AMT change
With reduced deduction of investment counsel fees, many trusts need to amend tax returns
Sun Life discounts term, perm, CI policies
Offers end July 31, and policies must be in force for one year to be eligible
- By: Jonathan Got
‘Drought’ in entrepreneurship threatens Canada’s competitiveness: CFIB
In finance, insurance, real estate and leasing, business exits have outpaced starts since mid-2023
First Capital’s $9B portfolio to be divided between Choice Properties, KingSett
The deal comes amid signs of renewed optimism in Canadian real estate: KingSett head
IA transitions new life applications to new platform
Existing policies to remain in legacy system
- By: Jonathan Got
ESMA examines the rise of non-public credit ratings
Regulator to explore market impact of private, restricted rating activity
- By: James Langton
Protecting clients in a new era of financial fraud
As financial fraud grows more sophisticated and pervasive, the role of professional financial planners has never been more critical
- By: Tashia Batstone
Inside Track
Harvey Naglie
Regulation
Tashia Batstone
Focus on Financial Planning
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Advisor chargebacks are bad for the industry