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The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning


U.S. brokers in spotlight for narrow application of best interest rule

Proposed rule applies only when a broker makes a recommendation

The post U.S. brokers in spotlight for narrow application of best interest rule appeared first on Advisor.


Posted on: Tue, 13 Nov 2018 21:35:31 +0000

U.S. reports jump in deficit to $100.5B in October

Deficit shot up 59% from the same month a year ago

The post U.S. reports jump in deficit to $100.5B in October appeared first on Advisor.


Posted on: Tue, 13 Nov 2018 21:33:00 +0000

MFDA launches cybersecurity assessment program

The SRO is seeking volunteers

The post MFDA launches cybersecurity assessment program appeared first on Advisor.


Posted on: Tue, 13 Nov 2018 21:27:01 +0000

Britain, EU reach draft Brexit agreement

Theresa May will try to win approval for the deal from her divided Cabinet

The post Britain, EU reach draft Brexit agreement appeared first on Advisor.


Posted on: Tue, 13 Nov 2018 20:12:11 +0000

How HNW millennials approach philanthropy

A TD survey reveals a generational shift in legacy giving

The post How HNW millennials approach philanthropy appeared first on Advisor.


Posted on: Tue, 13 Nov 2018 19:47:42 +0000

Canadian execs to take break from M&A

A positive economic outlook doesn't mean more deals are coming, an EY survey says

The post Canadian execs to take break from M&A appeared first on Advisor.


Posted on: Tue, 13 Nov 2018 18:57:26 +0000

NEI makes changes to fund lineup

Changes include expansion of preferred pricing and series reclassification

The post NEI makes changes to fund lineup appeared first on Advisor.


Posted on: Tue, 13 Nov 2018 17:34:23 +0000

Latest market numbers

Go here for the latest TSX numbers. Go here for Canadian market commentary from TMX Money. Go here for global market numbers from Bloomberg’s World Stock Indexes page. Go here for the latest Canadian dollar exchange rates (USD, EUR, GBP) from the Bank of Canada.

The post Latest market numbers appeared first on Advisor.


Posted on: Tue, 13 Nov 2018 09:30:00 +0000

EU, U.K. inch closer to a deal as Brexit hangs in the balance

A deal must be sealed soon to leave enough time for U.K. and European Parliaments to sign off

The post EU, U.K. inch closer to a deal as Brexit hangs in the balance appeared first on Advisor.


Posted on: Mon, 12 Nov 2018 21:31:17 +0000

Sectors to watch after U.S. midterms

How politics and economics are affecting U.S. and Canadian stocks

The post Sectors to watch after U.S. midterms appeared first on Advisor.


Posted on: Mon, 12 Nov 2018 21:31:04 +0000