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Advisor's Edge


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


CSA’s review of SROs a ‘golden opportunity,’ say investor advocates

Kenmar Associates hopes the review won’t just rubber-stamp a merger of the MFDA and IIROC

The post CSA’s review of SROs a ‘golden opportunity,’ say investor advocates appeared first on Advisor's Edge.


Posted on: Tue, 18 Feb 2020 20:17:40 +0000

Change coming to mortgage stress test

The qualifying rate will now reflect mortgage rates offered by lenders

The post Change coming to mortgage stress test appeared first on Advisor's Edge.


Posted on: Tue, 18 Feb 2020 19:38:50 +0000

Are low-volatility equity ETFs performing as planned?

A five-year analysis of Canadian funds

The post Are low-volatility equity ETFs performing as planned? appeared first on Advisor's Edge.


Posted on: Tue, 18 Feb 2020 19:10:40 +0000

Advocis officially launches advisor credential

The Professional Financial Advisor designation could be an approved credential required by title regulation

The post Advocis officially launches advisor credential appeared first on Advisor's Edge.


Posted on: Tue, 18 Feb 2020 18:47:41 +0000

How boomers, gen X and millennials spend and save

An Edward Jones survey highlights generational priorities

The post How boomers, gen X and millennials spend and save appeared first on Advisor's Edge.


Posted on: Tue, 18 Feb 2020 17:24:09 +0000

Couple charged in connection with CRA scams

The RCMP reports that CRA scams have cost victims $16.8 million over the past five years

The post Couple charged in connection with CRA scams appeared first on Advisor's Edge.


Posted on: Tue, 18 Feb 2020 17:09:24 +0000

Corporate leverage at record high, says OECD

And poorer credit quality highlights economic vulnerability

The post Corporate leverage at record high, says OECD appeared first on Advisor's Edge.


Posted on: Tue, 18 Feb 2020 17:06:24 +0000

CIBC partners with RE/MAX to help homebuyers

Homebuyers in Ontario and Atlantic Canada will gain access to the bank's mobile mortgage advisors

The post CIBC partners with RE/MAX to help homebuyers appeared first on Advisor's Edge.


Posted on: Tue, 18 Feb 2020 16:50:46 +0000

Franklin Templeton buying Legg Mason for US$4.5 billion

The deal will create a company with $1.5 trillion in assets under management

The post Franklin Templeton buying Legg Mason for US$4.5 billion appeared first on Advisor's Edge.


Posted on: Tue, 18 Feb 2020 16:24:45 +0000

HSBC to cut jobs as net profit drops by 53% in 2019

The bank expects to cut 35,000 positions over the next three years

The post HSBC to cut jobs as net profit drops by 53% in 2019 appeared first on Advisor's Edge.


Posted on: Tue, 18 Feb 2020 16:18:24 +0000