Regulation DFSA no longer an approved credential in Ontario Designation holders have six months to obtain a different credential to use the financial advisor title By Michelle Schriver |May 23, 2024 2 min read Tax News Court OKs non-CCPC tax planning Ruling could have limited application, however, since Bill C-59 will legislate non-CCPC planning out of existence By Michael McKiernan |May 22, 2024 4 min read Tax Strategies Cap gains hike will hit estate-planning trusts hard Capital gains not flowed out to beneficiaries are “trapped” in the trust at death By Rudy Mezzetta |May 17, 2024 4 min read Industry iA Private Wealth signs most former Laurentian advisors The new iAPW advisors will continue their training and systems conversion this summer By Katie Keir |May 23, 2024 2 min read Trending Industry Insights Is 65 the new 45? Canadians today are facing the longest retirements ever. Industry Insights Net Zero: Seizing the opportunities of an economy in transition How adopting emission reduction targets can benefit investors Industry News Money is the leading stressor for nearly half of Canadians: survey Grocery prices, inflation and housing-related costs are the top sources of financial stress By Staff |May 23, 2024 2 min read Industry TD reports profits down 22% on anti–money laundering hit Potential impact on bank’s growth in U.S. market is a longer-term risk By Ian Bickis, Canadian Press |May 23, 2024 4 min read Regulation FP Canada introduces 2 new rules Financial planners now have requirements related to trusted contacts, conflicted roles By Michelle Schriver |May 22, 2024 2 min read Planning and Advice Trusted contact restores communication after clients defrauded Advisor shares experience plus tips for naming TCPs By Michelle Schriver |May 15, 2024 4 min read Industry News ETF sales defy decline in fund assets: IFIC Markets drove both mutual fund and ETF assets lower in April By James Langton |May 22, 2024 1 min read Products Advisors and fund managers are ready for T+1 Any time you shorten a settlement cycle, you reduce risk, CCMA head says By Melissa Shin |May 21, 2024 6 min read Featured Columnists View all → → Coreen Sol Strategy for consistent performance is often most difficult one to adopt May 7, 2024|4 min read Kevin Wark Insurance Income splitting revisited April 15, 2024|4 min read Doug Carroll Tax & Estate Shuttle strategies to boost tax-sheltered plans April 9, 2024|4 min read What’s happening with Emerge ETFs? Emerge ETFs unitholder calls for greater oversight By Melissa Shin |April 29, 2024 OSC still overseeing Emerge Canada By Melissa Shin |April 16, 2024 What we’ve learned from the Emerge ETFs saga By Melissa Shin |March 25, 2024 All Podcasts → A Playbook for Bond Investors With rate cuts priced in, plus potential for stickier inflation, portfolio manager shares his fixed-income strategy. Featuring Adam Ditkofsky, CFA|May 17, 2024 From Housing Is a Tale of Two Markets Demand for detached homes versus condos diverges ahead of interest rate cuts, economist says. Featuring Benjamin Tal|May 13, 2024 From Bull Energy Market Has Room to Run Amid net-zero transition, oil won’t go out with a whimper, portfolio manager says. Featuring Daniel Greenspan|May 6, 2024 From A Fixed-Income Strategy to Weather Any Landing Position portfolios for uncertain economic outcome, portfolio manager says. Featuring Jeffrey Mayberry|April 29, 2024 From Webinar All webinars → What is the future of ESG? Wednesday, May 8, 2024 at 1:00 pm ET This virtual roundtable replay will discuss how ESG will adapt for the future and what investment products and themes could emerge. Sponsored by Watch now and earn CE credits We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy. I agree Read More