The U.S. administration is expected to seek a stay of the decision, which would keep the levies in place pending an appeal| Investment Executive
Most business owners planning a sale or nearing retirement, including many financial advisors, are poorly prepared for the transition. This new book can help| Investment Executive
Inside Track, expert advice, commentary, financial advisors, investments, technology, compliance, legal help, tax matters, responsible investing| Investment Executive
The collaboration may provide members with more CE options| Investment Executive
Certification body cites quality, while CE providers warn of less choice and educational gaps for financial planners| Investment Executive
A new agreement provides for collaboration between financial planning and accounting professions| Investment Executive
Switch to an exam-based model is to take effect Jan. 1, 2026| Investment Executive
Central bank governor Tiff Macklem points to reduced uncertainty around U.S. tariffs The post BoC to resume economic forecasting with rate decision this month appeared first on Investment Executive.| Investment Executive
Regulator brings series of enforcement actions, alleging bans being flouted The post OSC seeks to enforce D&O sanctions appeared first on Investment Executive.| Investment Executive
Amid policy shift, policymakers scrap focus on climate-related risks The post U.S. bank regulators drop climate risk guidance appeared first on Investment Executive.| Investment Executive
Move would give SRO full responsibility for registering dealers, reps The post BCSC to join CIRO registration delegation appeared first on Investment Executive.| Investment Executive
Statistics Canada figure to be released next week as BoC weighs rate cut The post Economists expect gas prices drove inflation higher in September appeared first on Investment Executive.| Investment Executive
Bank had 87,317 employees at the end of July The post Scotiabank cutting jobs in efficiency push appeared first on Investment Executive.| Investment Executive
Futures for the S&P 500 fell 0.1% before the bell, while futures for the Dow Jones Industrial Average gained 0.1% The post Wall Street steadies after anxiety over the health of regional banks roiled markets appeared first on Investment Executive.| Investment Executive
Centres now answering 77% of incoming calls, addressing backlogs The post CRA reports progress as call centre improvement plan hits 50-day mark appeared first on Investment Executive.| Investment Executive
Regulator rejects the idea of "bespoke" regulation for firms The post OSC denies EMD registration to crypto firm appeared first on Investment Executive.| Investment Executive
Certification body sets sights on prospective investment dealer reps| Investment Executive
Stagflationary effects will hit the U.S. hardest, Canada and Mexico at risk too| Investment Executive
Heightened uncertainty, geopolitical risk is boosting the precious metal| Investment Executive
This is the Fed’s first cut since December, lowering the short-term rate to about 4.1%| Investment Executive
Tanya Staples is studying what drives good retirement planning outcomes — her focus on women could make a real difference| Investment Executive
Growth marks first increase in four months| Investment Executive
Tech changes, higher fees have prompted some advisors to leave| Investment Executive
This annual report explores the priorities of advisors with full-service or mutual fund-only firms across Canada, looking at 11 dealers.| Investment Executive
CEO Richard McIntyre is facing backlash on technology rollouts and new advisor fees| Investment Executive
Simple arrangements such as joint bank accounts could be caught| Investment Executive
Clients may have bare trust arrangements without being aware of them| Investment Executive
Clients should be prepared for new obligations| Investment Executive
New disclosure rules come into effect in the 2021 tax year| Investment Executive
The industry organization is pushing federal parties to tweak retirement savings rules to reflect current 'economic realities'| Investment Executive
Suggestions include eliminating GST/HST on investment fund management fees, raising RRIF conversion age and more| Investment Executive
Agency says it won’t apply gross negligence penalties for non-filing of 2023 bare trust returns except in “egregious cases”| Investment Executive
Filing is required only if directly requested by the Canada Revenue Agency| Investment Executive
Editorial: Last-minute policy reversals undermine an already fragile trust between tax authorities and the public| Investment Executive
Whether Parliament is prorogued or dissolved, the agency generally continues to administer proposed legislation| Investment Executive
Proposals aim to boost investor protection around proprietary fund sales| Investment Executive
