Moving days: A look back at 2025’s key industry moves
Jamie Coulter made news when he resigned as CEO of Raymond James Ltd. — he wasn't the only one to make a change
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2025 — another banner year for private wealth
Private wealth firms continued their winning ways this year, bettering retail and institutional managers
Crypto ETFs were in the red in November
The funds suffered net outflows of US$2.95 billion in the month: ETFGI
Client review meetings are advisors’ chance to stand out in the age of AI
Centre the client experience, rather than investments, senior advisors recommend
- By: Noushin Ziafati
ETF series under scrutiny
Fee fairness and disclosure, potential for conflicts of interest among issues in CSA consultation
- By: Yan Barcelo
China factory activity picks up in December as orders rebound ahead of holidays
This is the first time in eight months that Chinese factory activity has expanded
O’Malley, Bonham named to Order of Canada
The two were among 80 new appointees, which also included artists, scientists and Supreme Court justices
- By: IE Staff
5 things to watch in Canadian business for 2026
Trade, nation-building projects, real estate and more
Iran appoints new central bank governor after mass protests as currency hits record low
Abdolnasser Hemmati, a former economics minister, is the new central bank governor
U.S. applications for jobless benefits fell below 200,000 last week with layoffs historically low
Unemployment benefit filings can be distorted during holiday-shortened weeks — policy makers remained concerned about the U.S. labour market
Deals: Sandpiper reduces stake in Extendicare
Plus, Teck and Anglo receive regulatory approval and MNP expands in Quebec
- By: Roland Inacay
CRA confirms bare trusts don’t have to file for 2025 tax year
Updated proposed filing exemptions are in Bill C-15
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
- By: Noushin Ziafati
Regulators eye market makers’ role in ETF trading
They bring liquidity and pricing benefits, but some ETFs have too few
- By: Yan Barcelo
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
Inside Track
Matthew Taylor
Securities Law
Robert Wilson
Investments
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Advisor chargebacks are bad for the industry