Tax News Liberal tax promise tracker, post-2024 budget edition Feds won’t change tax treatment for REITs, and the status of other major tax proposals from the Trudeau government By Melissa Shin |May 14, 2024 5 min read Your Business Do your diligence when switching firms Having a personal brand can help you retain clients during a transition By Noushin Ziafati |May 13, 2024 4 min read Economic Indicators Housing is a tale of two markets Demand for detached homes versus condos diverges ahead of interest rate cuts, economist says By Maddie Johnson |May 13, 2024 2 min read Planning and Advice Help your client address the volatility of equity compensation Assessing income sources, diversifying are key By Jonathan Got |May 14, 2024 4 min read Trending Industry Insights Is 65 the new 45? Canadians today are facing the longest retirements ever. Industry Insights Net Zero: Seizing the opportunities of an economy in transition How adopting emission reduction targets can benefit investors Regulation Court rejects challenge to SEC’s ESG disclosure rule States failed to establish standing to oppose the rule By James Langton |May 14, 2024 2 min read Industry Steve Hawkins hires Evermore founder as LongPoint COO LongPoint will focus on white labelling and also plans to launch its own passive ETFs By Melissa Shin |May 10, 2024 4 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 Industry CI reports retail fund outflows of $1.3 billion in Q1 Firm posts $154.4-million loss as investors exit balanced funds, cash-like products By Rudy Mezzetta |May 10, 2024 3 min read Industry Shift to T+1 poses short-term risk: Moody’s Ultimately, reduced settlement cycle will pay off for overall financial system By James Langton |May 13, 2024 2 min read Planning and Advice Client meetings: in person or virtual? Clients did not have the same preferences for in-person meetings as planners By Jonathan Got |May 8, 2024 2 min read Featured Columnists View all → → Coreen Sol Strategy for consistent performance is often most difficult one to adopt May 7, 2024|4 min read 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 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 → Housing Is a Tale of Two Markets Demand for detached homes versus condos diverges ahead of interest rate cuts, economist says. Featuring Benjamin Tal|May 13, 2024 From 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 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 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