Planning and Advice Realizing capital gains for CCPCs before June 25 Business owner’s compensation is one of several factors to consider By Benjamin Felix and Mark Soth |May 8, 2024 5 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 Trending Industry Insights Is 65 the new 45? Canadians today are facing the longest retirements ever. Expert Advice Why investors should consider buffer ETFs Find out why buffer ETFs can provide a solution in various market conditions. Industry Julie Martini moves to Ontario Chamber of Commerce And Richardson Wealth snags a $500M team from TD By Katie Keir |May 10, 2024 2 min read Regulation Fintrac hits Binance with $6M fine Firm sanctioned over reporting, registration failures By James Langton |May 9, 2024 1 min read 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 Regulation Climate investment taxonomy would prevent greenwashing, confusion: experts Government is working to launch taxonomy “as soon as possible,” Freeland says By Noushin Ziafati |May 9, 2024 3 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 Economic Indicators Employment strength raises doubts about June rate cut The April employment gain was the largest monthly increase since January 2023 By Nojoud Al Mallees, The Canadian Press |May 10, 2024 3 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 → 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 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