Advisor.ca

Investors who made money from an alleged Ponzi scheme are now facing efforts to claw back their gains, which would be shared with the larger group of investors that lost money. buff.ly/419LFWt

Canada’s largest pension funds are making headway on climate change, even as an upcoming federal election and a new U.S. administration have the potential to spark a retrenchment on environmental policies. buff.ly/3Qyo391

Online tax filing officially begins today, and taxpayers may have questions about the timing of some tax slips or be uncertain about penalty relief arising from the proposed increase to the capital gains inclusion rate and its subsequent deferral. buff.ly/3QxqHvF

A steady stream of referrals is critical to the health and sustainability of any financial advisory practice. Advisors understand this, yet few have an intentional strategy to inspire and motivate referrals. buff.ly/3QtLcJO

Driven by higher energy prices, weather, and geopolitics, the cost of raw materials and industrial products surged in January, according to new data from @StatCan_eng. buff.ly/41pf408

Federal financial regulators have introduced new guidance on banks’ cryptoasset exposures, proposed changes to their capital rules, and signalled plans to revise the climate disclosure requirements. buff.ly/3Xb2e2W

With investment dealers keen to take part in the federal government’s effort to facilitate banking sector innovation through “open banking,” the @CIRO_OCRI said that it’s working to help them get in on the action. buff.ly/3ENu7bb

In its current political state there’s not much the federal government can do in the short term to address the economic fallout of a trade war, but federal coffers are in good enough shape to help ease the pain of tariffs, says @DesjardinsGroup. buff.ly/4gOWXF9

Driven by a sharp rise in credit card debt, household debt growth accelerated in December, according to new data from @StatCan_eng. buff.ly/4bbBdSF

Gen Z Canadians are the most likely to say they have been a victim of a financial fraud attempt, but are also the least likely to speak about it to their family, according to a survey released by @TD_Canada. buff.ly/4b55e6Q

A former rep who tried to mollify a couple of dissatisfied clients by providing them with falsified portfolio values has been sanctioned in a settlement with securities regulators. buff.ly/4b7E8fi

@CMHC_ca says the annual pace of housing starts in January rose 3% compared with December, helped by strength in multi-unit starts in Quebec and B.C. buff.ly/4k7ucX4

The technology sector had a strong 2024, and despite some recent ups and downs, the outlook for 2025 remains bright, says Robertson Velez, portfolio manager for the CIBC Global Technology Fund. buff.ly/3EL3DqD

Money can be a major source of stress in relationships, but financial advisors can play a key role in helping couples navigate these conversations with confidence. buff.ly/3X8k72p

If your client has a life income fund that earned big returns in 2024, they may have the opportunity to unlock a larger portion of the LIF this year, depending on the governing province. buff.ly/4hILN6d

Each week, we summarize notable moves across the financial industry. Here are the latest developments. buff.ly/42YNYy0

A British Columbia court has ruled against a woman who sought to revise her mother’s will to have her $1.8-million inheritance placed into a discretionary trust, in an effort to preserve her disability benefits. buff.ly/3QjHpi2

The potential for a long trade war with the United States, and the uncertainty it brings even if the threat isn’t realized, weighed heavily on the @bankofcanada’s governing council when it decided to cut interest rates last month. buff.ly/4hALryB

@cppinvestments reported $699.6 billion in net assets, as of Dec. 31. The figure represents a $24.5-billion rise relative to the previous quarter. The pension fund manager earned $26 billion in net income, and delivered $1.5 billion in member payments. buff.ly/4hGnypu

Michelle Alexopoulos has been appointed as an external deputy governor for the @bankofcanada. buff.ly/3Qgod4U