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

Firing a team member: when and how

Ask yourself some key questions before letting someone go, experts say

By Noushin Ziafati |April 26, 2024

5 min read

CRA releases FHSA return for taxes owing

FHSA holders may trigger tax when they overcontribute or hold non-qualified investments

By Rudy Mezzetta |April 26, 2024

3 min read

Ratings for global financial sector trend positive: Fitch

Sovereign ratings drive bulk of positive rating action

By James Langton |April 29, 2024

1 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.

Fed’s new challenge: Spend-happy consumers

Work-from-home trend, wealthy retirees drive shifts in U.S. consumer patterns

By James Langton |April 29, 2024

2 min read

Fund costs fell after CRM2

CSA research details the evolution of fund costs in the face of transparency reforms

By James Langton |April 25, 2024

2 min read

CRA to charge 9% interest on overdue tax in Q3

Prescribed rate to dip as inflation eases

By Rudy Mezzetta |April 24, 2024

2 min read

Higher capital gains inclusion rate and mutual funds

Mutual fund corporations can pass gains to unitholders

By Melissa Shin |April 25, 2024

3 min read

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

Feds to give CRA new powers to compel data from taxpayers

The agency could extend reassessment period if a taxpayer is issued a notice of non-compliance

By Melissa Shin  and  Rudy Mezzetta |April 25, 2024

3 min read