Industry

4 tech predictions for business

With the growth of all things digital, including artificial intelligence (AI) and the internet of things (IoT), securing assets is a key concern for business. “Security breaches are now a matter of ‘when’ rather than ‘if,'” says Paul Struthers, executive vice-president and managing director of Sage Canada, in a release. He says companies must have […]

By Staff |January 31, 2018

2 min read

Where Canada is a regulatory leader

Financial institutions must increasingly focus on compliance and cybersecurity, with a global focus. Such issues are explored in a Deloitte report on risk management innovation, which examines critical regulatory topics facing Canadian financial institutions, and how trends such as innovation, automation and analytics are becoming increasingly important to stay compliant and competitive. Read: An algorithm […]

By Staff |January 31, 2018

2 min read

MFDA finds lack of clarity on trailing commissions

CRM2 reporting by firms is good, but it could be better. That’s the finding from the MFDA, which published a bulletin and report on Tuesday outlining the results of its examinations and CRM2 sweep last year. “Overall, we have found that members have made reasonable attempts to comply with the new CRM2 requirements,” says the […]

By Staff |January 31, 2018

2 min read

How DTC eligibility loss affects RDSPs

This example highlights tax and planning considerations

By David Truong |January 30, 2018

3 min read

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