Tax News Tax group asks feds to allow deemed sales ahead of capital gains change Taxpayers have been given too little time to plan next steps, CBA-CPA joint committee says By Rudy Mezzetta |May 6, 2024 3 min read Tax Strategies Principal residence exemption: choosing which home to claim Homeowners must now consider the proposed higher capital gains inclusion rate By Rudy Mezzetta |May 7, 2024 4 min read Regulation Former fund rep sanctioned for exceeding registration Fund rep could fill out basic information, but not KYC info, on investment dealer accounts By James Langton |May 7, 2024 2 min read Industry Second bill on open banking expected in the fall Screen scraping would be phased out over time By Jonathan Got |May 7, 2024 2 min read Trending Industry Insights Is 65 the new 45? Canadians today are facing the longest retirements ever. Expert Advice Are buffer ETFs suitable for your clients? Learn how buffer ETFs can benefit investors by integrating risk management into their investment portfolios. Regulation OSC wants to see better advice from banks The regulator also wants to toughen enforcement and focus more on DIY investors By James Langton |May 3, 2024 3 min read Market Insights Bull energy market has room to run Amid net-zero transition, oil won’t go out with a whimper, portfolio manager says By Maddie Johnson |May 6, 2024 3 min read Your Business Ethics, compliance factors to consider in referral arrangements Ensure the professionals you partner with can deliver on their value propositions, industry vet says By Noushin Ziafati |May 1, 2024 3 min read Your Business How to determine if it’s time to staff up The ideal team size is different for every business, but clues are everywhere By Allan Janssen |May 1, 2024 4 min read Investments ESG discussions with clients lacking, research suggests Secret shopper exercise highlights the need to align client goals with appropriate investments By Noushin Ziafati |May 6, 2024 2 min read Industry Green bond issuance rebounds in Q1: Moody’s New issue activity on track to meet US$950 billion full-year forecast By James Langton |May 6, 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? Emerge ETFs unitholder calls for greater oversight By Melissa Shin |April 29, 2024 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 All Podcasts → Bull Energy Market Has Room to Run Amid net-zero transition, oil won’t go out with a whimper, portfolio manager says. Featuring Daniel Greenspan|May 6, 2024 From A Fixed-Income Strategy to Weather Any Landing Position portfolios for uncertain economic outcome, portfolio manager says. Featuring Jeffrey Mayberry|April 29, 2024 From 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 Webinar All webinars → What is the future of ESG? Wednesday, May 8, 2024 at 1:00 pm ET This virtual roundtable will discuss how ESG will adapt for the future and what investment products and themes could emerge. 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