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 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 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 of the regime By Michael McKiernan |April 23, 2024 3 min read Market Insights Fund sales slip in March, but assets rise: IFIC ETFs outperform mutual funds in both net sales, asset gains By James Langton |April 23, 2024 2 min read Trending Industry Insights Is 65 the new 45? Canadians today are facing the longest retirements ever. Partner Reports How One Advisor Doubled His Book in Six Years Corey Butler shares the secrets of his successful advisory practice and discusses the BMO Strategic Equity Yield Fund. 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 Regulation Nature, workforce risks next on ISSB’s agenda Standards setter defines its policy direction beyond climate disclosures By James Langton |April 23, 2024 2 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 Policy Equifax testing use of rent data for credit scores Policy could be a double-edged sword for renters, advocates warn By The Canadian Press |April 23, 2024 2 min read U.S. election outcome looms large for Canada Risk of a trade war, inflation, higher interest rates accompanies U.S. vote By James Langton |April 23, 2024 2 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 Register Now and Get 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