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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

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

Technology

How financial planning software companies are prepping for June 25

Advisors without access to new capital gains modelling are sharing Excel spreadsheets in the meantime

By Jonathan Got |April 29, 2024

4 min read

Industry

Desjardins using CapIntel Correlate for client education, CFR help

Also, BDO releases AI for wealth management

By Jonathan Got |May 2, 2024

2 min read

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

Partner Reports

How Structured Notes Entered the Mutual Fund World

After years of exclusivity, Canadian asset managers are starting to offer the power of structured notes within a familiar investment vehicle—the mutual fund.

Regulation

Misleading disclosure wasn’t material, BCSC panel finds

Misrepresentation allegations against pharma company and CEO dismissed

By James Langton |May 2, 2024

2 min read

Tax Strategies

Don’t rush to sell assets due to higher inclusion rate, experts say

Determining how long the client was going to hold the asset is an important factor in the decision

By Rudy Mezzetta |April 30, 2024

5 min read

Products

Emerge ETFs unitholder calls for greater oversight

Investor decries lack of communication throughout cease-trade order, and recommends increased due diligence when choosing funds

By Melissa Shin |April 29, 2024

6 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

Your Business

Young investors more likely to switch advisors: survey

High costs were cited as a top concern among young investors

By The Canadian Press |May 2, 2024

1 min read

Industry

TD hit with $9.2M penalty after failing to report suspicious transactions

The penalty is for five violations during a review between March 2022 and March 2023: Fintrac

By Ian Bickis, Canadian Press |May 2, 2024

2 min read

Featured Columnists

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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?

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Businessman looking through a magnifying glass at documents.

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 →

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

Preparing Portfolios for Potential Volatility

Private equity, 60/40 allocation can help address market uncertainty.

Featuring David Wong|April 8, 2024

From

Webinar

All webinars →

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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.

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Featured Columnists

Kevin Wark

Doug Carroll

Mark Rosen

What’s happening with Emerge ETFs?

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Wednesday, May 8, 2024 at 1:00 pm ET

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