Industry

Why to relinquish U.S. citizenship rather than renounce

Taxes, and dealing with the IRS, are the most common reasons people want to ditch their U.S. citizenship. But amid a highly polarized American electorate, and Donald Trump’s odds of becoming the next president, the United States may be looking at even more citizens renouncing. After the Foreign Account Tax Compliance Act (FATCA) became law […]

By Simon Doyle |November 1, 2016

5 min read

OSC creating Fintech Advisory Committee

The OSC wants to learn more about developments in the fintech space and the challenges robos face.

By Staff |November 1, 2016

1 min read

BCSC seeks comments on misleading business titles

The British Columbia Securities Commission (BCSC) has published for comment proposed amendments to MFDA rule 1.2.5 (misleading business titles prohibited). In an effort to prevent investor confusion, the proposed amendments establish minimum proficiency requirements for approved persons using the title “financial planner.” The proposal would restrict the use of “financial planner” to those who receive […]

By Staff |October 31, 2016

2 min read

3 ways to help clients win financially

Helping clients feel financially secure is more important than helping them buy a house or a car.

By Staff |October 31, 2016

1 min read