News

Why tax time leaves clients vulnerable to fraud

Why tax time leaves clients vulnerable to fraud

Telecom expert outlines what makes this time of year so challenging for clients, and what advisors can do to help

Op-Ed: Cap gains inclusion increase means a sad day for Canadian SMEs

The announced plans in the budget will have many Canadians paying double what their American counterparts pay in cap gains

Op-Ed: Cap gains inclusion increase means a sad day for Canadian SMEs

Bank of Canada sees inflation nearing normal levels

Governor Macklem notes improving inflation trends, hinting at potential rate cuts in upcoming June decision

Bank of Canada sees inflation nearing normal levels

Fed signals restrictive policy could extend longer

Fed Chair Powell emphasizes a longer restrictive policy stance to manage inflation without immediate hikes

Fed signals restrictive policy could extend longer

Premium

Where we’re at: generative AI in the Canadian advisory scene

Experts on unlocking next-generation wealth management: how advisors leverage generative AI tools

Features

Uniting forces: bringing on an $800 million partner

Designed Wealth Management and Wolfond Financial on leveraging untapped markets for comprehensive wealth solutions

The Morningstar Portfolio Risk Score matches clients to their risk profiles

Wiley Green deep dives into how Morningstar’s proprietary risk tools enhance investment decisions and tailor portfolio strategies

People moves

TD Bank faces US penalties and leadership questions

As TD Bank grapples with a US probe and leadership uncertainties, stakeholders demand clear answers

Regulators

BMO Nesbitt Burns fined $1.5 million by CIRO over supervision failure

Registered Representative fined $80,000 for lack of suitability due diligence

Magazine

Wealth Professional 10.02

Investments

Citigroup launches $1bn Canadian-dollar bond offering

Citigroup returns to Canada's bond market with a $1bn offering, marking its first large issuance since 2015

Citigroup launches $1bn Canadian-dollar bond offering

RRSP over-contributions: what they are and how to fix them

Did you make a mistake and over-contribute to your RRSP? Then you need to know the implications of this error and what you can do to fix it

RRSP over-contributions: what they are and how to fix them

Harvest ETFs' CEO unpacks new strategies

Michael Kovacs explains why his firm has launched their first "balanced" ETFs, and why they've added an industrials product

Harvest ETFs' CEO unpacks new strategies

Canadians warm up to sustainable investments

Survey shows rising interest in sustainable investing in Canada, despite transparency and performance challenges

Canadians warm up to sustainable investments

Desjardins launches four new ETFs on TSX

Desjardins Investments introduces four index ETFs, enhancing options for diversified investment portfolios

Desjardins launches four new ETFs on TSX