State Farm acquisition a ‘power play,' says insurance industry veteran
Desjardins is now undeniably one of the channel's big boys, says a respected industry veteran and former CEO of Dominion of Canada General Insurance, pointing to the player's game-changing acquisition this month.
Shorter CFP exam no less challenging, say Ontario advisors
Several changes to the CFP exam taken by financial planners in the United States will take effect in November.
Canadians butt heads over retirement outlook: Study
Our nation's wealthiest seem to be worry-free about retirement, while average Canadians aren't as confident about the future, a study reveals.
Would you rat on your client for cash?
Canadian tax evaders better watch their backs, with a new initiative launched by the Tories set to rake in hundreds of millions in lost tax dollars.
Women under-represented on boards, executive teams: OSC
Amendments to the OSC's disclosure practices could see stricter reporting requirements put in place to improve gender diversity in the workplace.
Watch out! FATCA's on your doorstep, warns Toronto advisor
With the pending implementation of a new U.S. tax law, now is the time to find out who of your clients are American citizens and how to safeguard their investments.
Canadian foreign investment reaches overall high: StatsCan
Statistics Canada reports upon Canada's foreign investment outlook, revealing what foreign investors are gravitating towards.
Major takeover rocks Canadian market
An industry that has become known for constant takeovers and mergers is witness to yet another major announcement Wednesday by Canada’s leading cooperative financial group.
Ex-media mogul pleads with OSC to throw out case
The provincial regulator will determine the fate of the case in a two-day hearing in March.
Industry Commentary: Where are you, where are you going, how are you getting there?
There's no better time to overhaul your business plan than in a new year. But, if it's taking more than a few steps to do so, you're on the wrong track, according to one advisor.