Plus, life agents called out, talking crypto, tracking promises and why 53% is a no-go  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌   ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 
Saturday, December 28, 2024

 
 

Hello, again

This past fall, I joined Advisor.ca and its sister publication Investment Executive as editorial director. It’s been a kind of homecoming for me, as a former member of the editorial team that launched Advisor’s Edge in 1998.

I left journalism in 2004 to pursue a financial services career. Loved every day of it, and learned a ton. But I never stopped missing being an editor. After years of promising myself that I’d find a way back, the perfect opportunity presented itself. It was an easy decision.

Advisor.ca and Investment Executive enjoy reputations for fair reporting, informative analysis and a dedication to the interests of financial advisors and the clients they serve. Despite all of the change ahead in what will surely be a consequential 2025 for Canadians, you can count on us to do what we’ve always done.

Here on Advisor.ca, we have three goals for the new year: deliver more valuable practice management content than ever; present must-read domestic news and analysis for Canadian advisors; and bring more industry participants into our coverage, as contributors and commentators.

It’s also our plan to make Alisha Hiyate, our brilliant new managing editor, feel right at home.

Have an idea? A story to tell? Maybe a bone to pick? Let’s talk.

Happy New Year!

Kevin Press
EDITORIAL DIRECTOR
Kevin Press is editorial director for Advisor.ca and its sister publication, Investment Executive. Reach him at kevin@newcom.ca

In this week's edition

Ontario life agents singled out by FSRA

What to say to your client about crypto

Tracking Ottawa's tax promises

The politics of pension calculations

FSRA finds ‘high incidence’ of life agents who don’t follow best practices

After a review of 319 Ontario life agents, the Financial Services Regulatory Authority of Ontario found failures to maintain best business practices.

Talking with your client about crypto

No matter what you think of this emerging asset class, crypto will continue to demand attention. Four talking points to help you navigate client discussions.

Liberal tax promise tracker, post-fall economic statement

Including updates from the fall economic statement. The House of Commons has adjourned and resumes sitting on Jan. 27, 2025.

The Magic Number
395,000
That's the number of new permanent residents Ottawa is targeting in 2025.

Proposed Alberta Pension Plan not entitled to 53% of CPP assets: OSFI

Despite a previous report, the proposed Alberta Pension Plan would be entitled to $120 billion–$150 billion of Canada Pension Plan (CPP) assets if it were to leave CPP.

 

News and resources for top financial advisors