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Advisor
2 天
It’s official: DFSA credential no longer qualifies for FA title use
RBC still requires the credential in retail branches, FSRA provides date for forthcoming title protection review ...
Advisor
1 天
U.S. will enter a recession in 2025: BCA Research
Both the U.S. and Canadian economies will go into recession in 2025, according to Peter Berezin, chief global strategist at ...
Advisor
1 天
Ex-CDPQ employees caught in U.S. corruption case
Additionally, three former CDPQ employees were charged with conspiracy to obstruct justice for allegedly deleting emails and ...
Advisor
1 天
Markets more liquid, but increasingly fragile
“Our findings show that modern financial markets are, on average, significantly more liquid than they were 25 years ago, with ...
Advisor
2 天
Protecting client interests in the AI age
While artificial intelligence (AI) can help boost productivity by automating some day-to-day tasks and processing data, ...
Advisor
2 天
Ex-fund rep banned for ‘obvious’ conflict of interest
A former mutual fund dealer representative and executive who engaged in personal financial dealings with clients, including ...
Advisor
2 天
CIFP drops claim against FP Canada over credential approved under Ontario’s title protection
The Canadian Institute of Financial Planning (CIFP) has dropped its $1.2-million lawsuit against FP Canada, which arose after ...
Advisor
2 天
CSA set to hike SEDAR, NRD fees
The Canadian Securities Administrators (CSA) is proposing to hike the fees charged specifically for the regulatory filing ...
Advisor
2 天
Commodity prices to rise in 2025: Orchard
Commodity prices will climb in 2025, adding inflationary pressure globally. That’s according to Ken Orchard, head of ...
Advisor
2 天
Essential tax numbers: Updated for 2025
Basic personal amount: The basic personal amount for 2025 is $16,129 for taxpayers with net income of $177,882 or less. At ...
Advisor
5 天
Responsible investments grew in market share, value in 2023: report
Responsible investments (RI) earned a record-breaking 71% market share in 2023, according to a report from the Responsible ...
Advisor
3 天
Federal government plans to give $250 cheques to millions of Canadians, cut GST
Canadians who worked in 2023 and earned up to $150,000 would also receive a $250 cheque in the spring. About 18.7 million ...
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