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Court resurrects fiduciary duty claim against investment advisors

Decision should be a ‘wake-up call’ to advisors: lawyer

By Michael McKiernan |April 18, 2024

4 min read

Your Business

How to give negative feedback to your team

Open line of communication with staff could prevent issues down the line

By Noushin Ziafati |April 22, 2024

4 min read

Market Insights

Market opportunities amid improving economic growth

Balanced portfolio delivers over long term, multi-asset manager says

By Maddie Johnson |April 22, 2024

2 min read

Tax News

Bare trusts still must file a UHT return

April 30 deadline looms for 2022 and 2023 UHT returns

By Rudy Mezzetta |April 19, 2024

3 min read

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

Expert Advice

What are buffer ETFs?

Learn how buffer ETFs provide downside protection compared to the market.

Economic Indicators

Wealth gap widens to highest since 2015: TD

Middle- and low-income households saw stagnated income growth or declines

By Ritika Dubey, The Canadian Press |April 22, 2024

2 min read

Industry

CIFP sues FP Canada for agreement breach, trade libel

Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection

By Michelle Schriver |April 18, 2024

4 min read

Tax News

Underused housing tax to generate $694 million: PBO

PBO said the costs to administer the UHT could “significantly reduce” revenue generated

By Rudy Mezzetta |April 19, 2024

3 min read

Tax News

Federal budget 2024: What you need to know

All of Advisor.ca’s 2024 federal budget coverage in one place

By Staff |April 16, 2024

1 min read

Products

OSC still overseeing Emerge Canada

The receivable owing to former unitholders remains unpaid

By Melissa Shin |April 16, 2024

3 min read

Tax News

Registered plans could see changes in allowed investments

Qualified investments review could lead to lower costs for investors but also restrictions

By Melissa Shin |April 17, 2024

3 min read

Featured Columnists

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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

Mark Rosen

Investments

Handling corporate proxy fights

March 14, 2024|3 min read

What’s happening with Emerge ETFs?

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Businessman looking through a magnifying glass at documents.

ETF Exchange traded fund Trading Investment Business finance concept on virtual screen.

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

How to improve confidence in ETFs

By Melissa Shin |March 25, 2024

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Market Opportunities Amid Improving Economic Growth

Balanced portfolio delivers over long term, multi-asset manager says.

Featuring Michael Sager|April 22, 2024

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What Advisors Need to Know About Budget 2024

HNW clients should plan now for the greater capital gains inclusion rate.

Featuring Jamie Golombek|April 17, 2024

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Preparing Portfolios for Potential Volatility

Private equity, 60/40 allocation can help address market uncertainty.

Featuring David Wong|April 8, 2024

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Opportunities in Corporate Bonds

Investors can take advantage of higher yields, inverted curve, portfolio manager says.

Featuring Pablo Martinez|March 28, 2024

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Maximize opportunities: Insurance lending as a key to growing your business

Thursday, April 25, 2024 at 1:00 pm ET

Gain a firm understanding of how insurance lending products can serve as important tools in your client’s portfolio—and your business.

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What’s happening with Emerge ETFs?

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