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


IIROC reports flat enforcement numbers for 2018

Fines against advisors went up last year, while disgorgement ordered decreased

The post IIROC reports flat enforcement numbers for 2018 appeared first on Advisor.


Posted on: Fri, 18 Jan 2019 21:35:59 +0000

Impeachment, global debt and other things to worry about

Speakers at the CFA Society Calgary's annual dinner also discussed LNG potential in Canada

The post Impeachment, global debt and other things to worry about appeared first on Advisor.


Posted on: Fri, 18 Jan 2019 20:05:57 +0000

Helping clients sell a business

Every transaction presents unique challenges

The post Helping clients sell a business appeared first on Advisor.


Posted on: Fri, 18 Jan 2019 20:00:07 +0000

Long-time industry exec takes over as CEO of NEXT Canada

Joe Canavan to head the non-profit company, which nurtures entrepreneurs

The post Long-time industry exec takes over as CEO of NEXT Canada appeared first on Advisor.


Posted on: Fri, 18 Jan 2019 18:55:48 +0000

IOSCO calls for greater ESG disclosure

Guidance from the group of global regulators comes amid increasing investor demand for disclosure

The post IOSCO calls for greater ESG disclosure appeared first on Advisor.


Posted on: Fri, 18 Jan 2019 18:47:49 +0000

Number of CFP exam candidates hits record high

The overall pass rate for the most recent sitting was 55%

The post Number of CFP exam candidates hits record high appeared first on Advisor.


Posted on: Fri, 18 Jan 2019 17:09:22 +0000

Manufacturing surge pushes U.S. industrial production up 0.3%

Monthly gain supports view of a strong U.S. economy

The post Manufacturing surge pushes U.S. industrial production up 0.3% appeared first on Advisor.


Posted on: Fri, 18 Jan 2019 16:32:12 +0000

Canada’s inflation rate accelerates to 2%, likely a temporary jump

Find out why the latest economic data is unlikely to affect monetary policy

The post Canada’s inflation rate accelerates to 2%, likely a temporary jump appeared first on Advisor.


Posted on: Fri, 18 Jan 2019 16:20:48 +0000

Mutual fund sales deteriorate in December: IFIC report

Only money market and specialty funds had positive net sales for the month

The post Mutual fund sales deteriorate in December: IFIC report appeared first on Advisor.


Posted on: Fri, 18 Jan 2019 15:06:37 +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: Fri, 18 Jan 2019 14:30:00 +0000