Regulation CIRO proposes new fee model Fees to rise for most firms as minimums go up, certain dealers pay higher share By James Langton |April 25, 2024 3 min read Regulation Fund costs fell after CRM2 CSA research details the evolution of fund costs in the face of transparency reforms By James Langton |April 25, 2024 2 min read Tax News CRA to charge 9% interest on overdue tax in Q3 Prescribed rate to dip as inflation eases By Rudy Mezzetta |April 24, 2024 2 min read Tax News Feds to give CRA new powers to compel data from taxpayers The agency could extend reassessment period if a taxpayer is issued a notice of non-compliance By Melissa Shin and Rudy Mezzetta |April 25, 2024 3 min read Trending 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. Tax News Higher capital gains inclusion rate and mutual funds Mutual fund corporations can pass gains to unitholders By Melissa Shin |April 25, 2024 3 min read Tax News Budget softens mandatory tax disclosure regime While financial advisors are still subject to the rules, the budget change could undermine lawyers’ Charter challenge By Michael McKiernan |April 23, 2024 3 min read Regulation Tribunal asked to pause OSC’s Bridging case Lawyers for firm’s founder seek adjournment amid unpaid legal bills By James Langton |April 24, 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 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 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 Featured Columnists View all → → 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? 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 All Podcasts → Market Opportunities Amid Improving Economic Growth Balanced portfolio delivers over long term, multi-asset manager says. Featuring Michael Sager|April 22, 2024 From 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 From Preparing Portfolios for Potential Volatility Private equity, 60/40 allocation can help address market uncertainty. Featuring David Wong|April 8, 2024 From Opportunities in Corporate Bonds Investors can take advantage of higher yields, inverted curve, portfolio manager says. Featuring Pablo Martinez|March 28, 2024 From Webinar All webinars → 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. Sponsored by Watch now and earn CE credits We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy. I agree Read More