disclosure – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Tue, 03 Oct 2023 17:33:36 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png disclosure – Advisor's Edge https://phoenix.advisor.ca 32 32 CSA to combine disclosure, delivery reforms https://phoenix.advisor.ca/news/industry-news/csa-to-combine-disclosure-delivery-reforms/ Tue, 03 Oct 2023 17:33:36 +0000 https://www.advisor.ca/?p=231444 Regulators to marry changes to disclosure rules with electronic access

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Sustainable finance disclosure still falling short https://phoenix.advisor.ca/news/regulation/sustainable-finance-disclosure-still-falling-short/ Fri, 29 Sep 2023 18:00:47 +0000 https://www.advisor.ca/?p=231336 Firms not disclosing investments' negative ESG impact, Paris alignment

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CSA proposes WKSI model https://phoenix.advisor.ca/news/industry-news/csa-proposes-wksi-model/ Thu, 21 Sep 2023 18:59:05 +0000 https://www.advisor.ca/?p=231001 Proposal aims to ease regulatory costs, encourage capital formation by mature issuers

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U.S. fund industry slams new SEC fund-name rules https://phoenix.advisor.ca/news/regulation/u-s-fund-industry-slams-new-sec-fund-name-rules/ Wed, 20 Sep 2023 19:58:13 +0000 https://www.advisor.ca/?p=230979 Regulator aims for truth in advertising, seeks to combat greenwashing

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Task force issues disclosure recommendations for nature, biodiversity risk https://phoenix.advisor.ca/news/industry-news/task-force-issues-disclosure-recommendations-for-nature-biodiversity-risk/ Tue, 19 Sep 2023 18:32:36 +0000 https://www.advisor.ca/?p=230914 The aim is informed capital allocation decisions

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Lawyers temporarily exempted from CRA’s mandatory disclosure requirements https://phoenix.advisor.ca/tax/tax-news/lawyers-temporarily-exempted-from-cras-mandatory-disclosure-requirements/ Fri, 15 Sep 2023 16:37:18 +0000 https://www.advisor.ca/?p=230801 The Federation of Law Societies of Canada argued that the new regime violates the Charter of Rights and Freedoms

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CRA offers minor relief on reportable transactions https://phoenix.advisor.ca/tax/tax-news/cra-offers-minor-relief-on-reportable-transactions/ Mon, 11 Sep 2023 14:26:22 +0000 https://www.advisor.ca/?p=230577 The 90-day deadline for the first mandatory disclosures under the new law is Sept. 20

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SEC sanctions firm over crypto hype https://phoenix.advisor.ca/news/industry-news/sec-sanctions-firm-over-crypto-hype/ Mon, 21 Aug 2023 19:47:45 +0000 https://www.advisor.ca/?p=229902 Robo-advisor violated rules when touting hypothetical performance

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Advisors should help business owners prepare for new corporate ownership registry https://phoenix.advisor.ca/tax/tax-news/advisors-should-help-business-owners-prepare-for-new-corporate-ownership-registry/ Wed, 02 Aug 2023 20:33:05 +0000 https://www.advisor.ca/?p=229291 Bill C-42 would bring public access to private corporations’ beneficial ownership info

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Updated GAAR guidance could boost reporting under expanded mandatory disclosure rules https://phoenix.advisor.ca/tax/tax-news/updated-gaar-guidance-could-boost-reporting-under-expanded-mandatory-disclosure-rules/ Wed, 12 Jul 2023 14:41:42 +0000 https://www.advisor.ca/?p=228391 Advisors will need to consider whether to report transactions even if they're not required to

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