With Wealthsimple, Questrade and other potential entrants in Canada, industry observers are concerned about possible risks

Proposal to clarify that reporting rules apply to unitary ETFs, CDRs, notes

Venture companies begin opting for less frequent reporting

Investors sue private mortgage fund, allege $74M funneled to insiders

Depending on how financial advice firms bill clients, look for fee revenue on assets to decline this quarter or next.

Will the real debtor please stand up?

Holly Kroft focuses on ultra-wealthy families, emphasizing asset allocation, trust and long-term discipline.

Taiwan’s dominance in semiconductors is no longer just reshaping global technology supply chains – it is also redrawing the island’s financial landscape, as international banks move to capture the wealth being created across the chip ecosystem. From first…

Kim Moody: 'Knock on wood' is the state of tax administration in 2026: cautious relief and significant shortages of staff. Read here now

Global financial services firm FNZ is offering a premium service level, FNZ Select, the company announced. The new premium service gives select clients preferred access to new features, the opportunity to provide input on future developments and priority support on complex cases, Roman Regelman,...

Many incorporated business owners accumulate wealth inside their corporation, while retirement planning tools are largely personal-income based. Advisors working with incorporated clients frequently encounter a structural mismatch.

An elderly wealthy person approached Kim Moody looking for tax advice. All their assets, mostly GICs, were held personally, the founder of Calgary-based tax firm Moodys Private Client recalled. “So, I was like, ‘There’s no tax plan here based on the assets, what else are you planning for?

Practice management tools are increasingly touting improvements with AI-powered functions, so advisors need to arm themselves with the right knowledge and internal controls to use them appropriately, according to a financial planning software expert.

Jamie Dimon Highlights Iran War, Private Credit, And AI-Driven Job Losses As Major US Risks In His Annual LetterThe Wealth Advisor ContributorMon, 04/06/2026 - 16:04

The Consulting Firm Behind How The World's Wealthiest Clients Are Treated Just Had A Record YearThe Wealth Advisor ContributorWed, 03/25/2026 - 06:12

Blue Cross Life Insurance Company of Canada will buy the Canadian voluntary benefits business of StanCorp Financial Group Inc., the insurer announced. Blue Cross expects the transaction to close later this year, it said in a release.

Manulife Canada has increased its insurance underwriting limits for high-net-worth (HNW) cases, the insurer said in a note to advisors. The autobind limit (the maximum amount where a policy can be automatically issued without being sent to reinsurance) is $75 million for ages 18 to 70, up from $60...

A survey from iCapital Canada found that nearly half of the advisors it works with at Canadian wealth management firms currently allocate roughly 10–30% of portfolios to private market investments. The Toronto-based provider of private market investments surveyed advisors at roughly 50 wealth...

April 5, 2026, 6:09 AM ET Once seen as boring and synonymous with tax season dread, accounting is now attracting Gen Z with high demand, near six-figure salaries, and near-guaranteed job offers. Amid record anxiety about the future of work—and growing warnings about the potential erosion of white-collar careers—one unlikely field may be getting the last laugh. Accounting, long stereotyped as dull and tedious, has struggled for years to attract young talent. On top of a greying workforce, more

A British Columbia man has been fined $20,000 and prohibited from describing himself a “professional accountant” or a “chartered accountant” after the profession’s provincial regulator found he stole more than $100,000 from a family business.