Financial advisors: you’re richer than you think
With all the worry attached to CRM2, advisors may have lost sight of just how good they really have it. Here's a timely reminder.
Accountants tie the knot
And no, we’re not talking about the unification process that’s underway across Canada that will bring all 40 accounting bodies under the CPA banner.
WP Tweet Note: New access to an old securities exchange?
Institutional Investor magazine is tweeting about key changes to one of the world's most successful stock markets. Here's why you should care.
Which clients won't be covered by the Ontario pension plan
The Ministry of Finance is providing more details about the Ontario pension plan, but what if any support it will lend a ballooning demographic?
Blackberry goes back to the future
Only about 30 per cent of advisors still use Blackberrys – once an integral part of the 'uniform' – but here's why that may be about to change.
RESP-gate gets messier
The Ontario Information and Privacy Commissioner issued an Order Tuesday requiring the Rouge Valley Health System to implement wholesale changes to its electronic information systems while RESP dealers remain nameless.
CRM2 delay: advisors have their say
By now most are aware that IIAC has asked IIROC for a six-month extension on the final implementation of CRM2. Already more than two years in, does it really make sense to prolong the process until the end of 2016?
Michael Lewis’ eight wishes for Wall Street
The author of Blind Side and Moneyball comes up with a very interesting list of wishes for Wall Street. He might be on to something.
Canadian family office receives North American recognition
The nominations for the PAM Awards – Private Asset Management magazine’s annual recognition of those doing good work within the private asset management industry – have just been released. A Canadian firm notched three nominations, the first ever north of the border.
Private equity heats up retail
La Caisse is among the buyers of world’s largest specialty pet retailer. The $8.7 billion deal to buy PetSmart is the largest private equity deal in 2014. Are more to come?