Breaking news

  • TFSAs: What the CRA isn’t telling advisors

    The $4,500 boost in the TFSA for 2015 and beyond is great news for advisors but that gift from the CRA comes with caveats, writes Barb Amsden

  • Industry icon sends scathing message to IIROC

    One of wealth management’s most-respected advisors is coming down hard on IIROC, suggesting it either reform itself or throw in the towel

  • Advisors shine against backdrop of dim returns

    New data from the UK suggests equity crowdfunding has been a bust since launching in 2011, reminding advisors on this side of the pond how they can add value for clients looking to invest in private capital

  • Never cry wolf

    2013’s The Wolf of Wall Street – Martin Scorsese’s award-winning look at the industry’s underbelly – hasn’t exactly given stockbrokers a PR boost. It hasn’t exactly been generous to financial advisors, either.

  • Advisors quietly rooting for CRA

    A major tax accountancy firm has come under fire for an alleged “tax evasion” plan that if left unchecked could spell disaster for advisors courting high net worth investors

  • This fund’s got it right on fees

    Two former endowment executives have created a fee structure that is so client-friendly it’s a wonder more don’t look to do the same

  • It isn’t just about oil

    While low interest rates are a thorn in financial equities’ side, and concerns remain surrounding the real estate market, it is the price of oil that has been copping the most flak

  • Canaccord Genuity fills top role

    A process that’s been ongoing since the untimely death of former CEO Paul Reynolds sees several executives move up the ranks solidifying the future for one of Canada’s leading independent financial services firms.

  • DSC advisors find unlikely ally

    You wouldn’t think a financial professional who made the switch to a fee-based model more than seven years ago would have any sympathy for those flogging DSC funds – but you’d be wrong

  • Advisor feedback plays into provider’s ETF strategy

    Product introductions are coming fast and furious as fund companies listen to the concerns of advisors signaling ETF usage for client portfolios is on the rise