In this week's edition

The annual TFSA dollar limit is fixed at a base amount of $5,000, indexed to inflation for each year after 2009 and rounded to the nearest $500. Rudy Mezzetta reports on the limit for 2025, and what it means for clients’ total contribution room. Get all the details to help inform your client conversations.

This past week, the Canadian Investment Regulatory Organization published for comment the fourth tranche of proposed harmonized dealer rules. The focus was on approval requirements, business conduct and client account rules, and managing significant risk. The proposals would affect mutual fund dealers the most, the regulator said. But it added that the positives, such as greater flexibility in how to conduct business, should outweigh the negatives, such as more stringent documentation and record-keeping requirements.

This latest roundup includes a mix of industry veterans who have chosen new firms or ventures, including an advisory group that moved from BMO Nesbitt Burns to Raymond James Ltd. We have all the details for you.

Reporter Noushin Ziafati checked in with a few firms to find out how they aim to attract advisory talent. Firms touted such things as culture, flexible work environments and tech.

Of course, switching firms is a significant decision requiring thorough due diligence on the part of advisors, who no doubt want to ensure the move is demonstrably better for clients. Here’s a throwback article that explores what to consider and how to have a successful transition.