Industry News

CSA appears poised to propose best interest standard

CSA has just given advance notice of a Consultation Paper it plans to release toward the end of April. While the notice is sparse on specifics, it’s easy to get the impression the regulators are ready to act on the best interest standard that’s been floating around as a possibility the past few years.

By Staff |March 31, 2016

2 min read

Vanguard launches 10 target retirement funds

These funds are index-based funds that gradually and automatically shift to a more conservative asset allocation as the target date draws near.

By Staff |March 31, 2016

2 min read

How the budget changes life insurance and the capital dividend account

The 2016 federal budget announced changes impacting the Capital Dividend Account (CDA) and the tax consequences of transfers of life insurance policies to a corporation.

By Florence Marino |March 30, 2016

5 min read

IIROC and FSCO to share info on rule-breakers

IIROC and FSCO have signed an information-sharing agreement aimed at providing more effective regulation and strengthening consumer protection in Ontario.

By Staff |March 30, 2016

2 min read