Welcome to the weekly roundup of news affecting you, as covered by Advisor.ca and our sister publication, Conseiller.ca. Read this section every week to catch up on the news you missed, or click here and subscribe to get regular updates sent to your inbox or BlackBerry. Skip to: Quick links, stories this week. Or click […]
New OSFI guidelines related to outsourcing appear, at a glance, to be privacy- and risk management-related. They are, but a closer look shows that Draft Guideline B-10 is practically a how-to business manual for managing outsourced business activities, functions and processes. Fortunately for many in the industry, the guideline issued by the Office of the […]
Welcome to the weekly roundup of news affecting you, as covered by Advisor.ca and our sister publication, Conseiller.ca. Read this section every week to catch up on the news you missed, or click here and subscribe to get regular updates sent to your inbox or BlackBerry. Skip to: Quick links, stories this week. Or click […]
Welcome to the weekly roundup of news affecting you, as covered by Advisor.ca and our sister publication, Conseiller.ca. Read this section every week to catch up on the news you missed, or click here and subscribe to get regular updates sent to your inbox or BlackBerry. Skip to: Quick links, stories this week. Or click […]
Welcome to the weekly roundup of news affecting you, as covered by Advisor.ca and our sister publication, Conseiller.ca. Read this section every week to catch up on the news you missed, or click here and subscribe to get regular updates sent to your inbox or BlackBerry. Give your clients a call. The economic and market […]
From a tax planning point of view, there has been an extraordinary amount of change introduced and implemented that will affect client assets. Markets, too, are wreaking havoc on portfolios — havoc that needs to be managed and accounted for, in some cases before December 31. There are tax break “gifts” you could manage for […]
Welcome to the weekly roundup of news affecting you, as covered by Advisor.ca and our sister publication, Conseiller.ca. Read this section every week to catch up on the news you missed, or click here and subscribe to get regular updates sent to your inbox or BlackBerry. When a mutual fund company says “a couple hundred […]
(November 2008) Businesses are starting to be measured on the basis of their community involvement — employee engagement efforts hinge on it, consumer perceptions are changed by it and special interest groups like Imagine Canada are beginning to quantify it in an effort to help businesses assess their contribution practices. The benefits of social engagement […]
Welcome to the weekly roundup of news affecting you, as covered by Advisor.ca and our sister publication, Conseiller.ca. Read this section every week to catch up on the news you missed, or click here and subscribe to get regular updates sent to your inbox or Blackberry. News stories we’ve covered this week include Dundee Wealth’s […]
Welcome to the weekly roundup of news affecting you, as covered by Advisor.ca and our sister publication, Objectif Conseiller. Read this section every week to catch up on the news you missed, or click here and subscribe to the week in review to get regular updates sent to your in-box or blackberry. In the news […]