Lower deduction of investment counsel fees hits trusts with AMT
Many trusts may need to amend 2024, 2025 tax returns
Top stories
Adjudicator in OSC vs. Purpose case steps down
Social relationship with regulator's key witness in case leads to recusal
A cautiously optimistic Canada still needs CUSMA
A year after Liberation Day, global trade has proven resilient as the U.S. keeps on importing
Product roundup: RBC iShares alliance rolls out five new ETFs
Plus, new emerging market, target-date and tech funds, and a raft of fund changes
- By: Noushin Ziafati
Crown Capital sells off assets as it faces debt, liquidity pressures
The Calgary-based asset manager negotiated with its lender to buy more time to repay its debt
- By: Noushin Ziafati
Stocks drift lower and oil prices ease ahead of planned U.S.-Iran talks
U.S. inflation has spiked due to the conflict, and consumer sentiment is slumping
Technicals over fundamentals
Cheap funding, central bank support, rosy AI forecasts, FOMO and more have kept market valuations elevated — that won’t last forever
- By: Kevin Foley
Industry moves: New execs join SLI, Focus Wealth, CI Financial and Conquest
Plus, Designed Wealth adds advisor and inaugural taxonomy and transition planning council named
- By: Alisha Hiyate
OSC seeks settlement with ATS over trade controls
Tribunal to consider settlement with Liquidnet over allegedly faulty controls
- By: James Langton
Opinion: We need greater governance on life insurance book transfers
The lack of a structured follow-up when a client changes hands can leave the policyholder vulnerable
- By: Rhona Konnelly
Federal court hears new case against Trump’s latest global tariffs
Current challenge deals with levies imposed under the Trade Act of 1974
War in Iran sends inflation soaring and the mood of U.S. consumers plunging
Consumer prices rose 3.3%, up from 2.4% in February
Modest March jobs growth stems ‘bleeding’ in the labour market: economists
The unemployment rate remained unchanged at 6.7%
Insider rules apply to single-stock vehicles: CSA
Proposal to clarify that reporting rules apply to unitary ETFs, CDRs, notes
- By: James Langton
Canadian regulators are opening the doors to prediction markets
With Wealthsimple, Questrade and other potential entrants in Canada, industry observers are concerned about possible risks
- By: Noushin Ziafati
Issuers start moving to semi-annual reporting
Venture companies begin opting for less frequent reporting
- By: James Langton
Richard McIntyre departs Manulife Wealth, Brett Marchand tapped as next CEO
McIntyre to start a new role later this month
- By: Alisha Hiyate
Brand Knowledge
Focal AI now auto-fills financial planning software, CRMs & PDFs
Focal AI announces Client Fact Fill: the ability to overlay and auto-fill 400+ fields via Chrome Extension, across planning tools like Conquest Planning, PDFs, and…
- By: Focal AI
Inside Track
Harvey Naglie
Regulation
Susan Silma
Compliance CX
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Advisor chargebacks are bad for the industry