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Here is the latest product news: BlackRock launches a new spot bitcoin ETF in Canada, Fidelity Canada reduces fees on bitcoin ETFs, Global X ETFs announces ETF closures, RBC plans fund mergers after HSBC acquisition, and Evolve ETFs updates marketing materials following a regulatory review. 

Title protection for financial advisors in Ontario was intended to clarify the standards and expectations surrounding the use of such titles. However, as this opinion piece argues, the current framework falls short of ensuring the competency and consumer-first advice clients expect. A recent travel agency ad featuring a playful “flynancial advisor” serves as a stark reminder of the gap between regulatory intentions and consumer expectations.

The 2024 tax filing season is nigh. Whether a client is saving for a home, already owns one or has sold their primary residence, there are plenty of ways they could save on their tax return. Here is a summary of seven ways your client can put money back in their pocket.

Each week, we summarize notable moves across the financial industry. Here are the latest developments.

The biggest obstacle to delaying CPP payments, among those who can afford it, is loss aversion. This psychological phenomenon occurs when retirees feel it’s unfair to miss out on CPP income they could have claimed if they died earlier than their breakeven point.

Heightened political risk has the potential to drive further merger and acquisition activity in Canadian financial services. That’s according to Jordan Baimel, CA, partner, financial services deals at PwC Canada. The advisory firm published its M&A forecast for the country on Tuesday.

In an effort to address long-standing complaints about the adequacy of short-selling rules in Canada, CIRO / OCRI is proposing to reforms designed to guard against failed trades by introducing mandatory “close-out” requirements.

The Royal Canadian Mounted Police | Gendarmerie royale du Canada announced the launch of a pilot national special advisory group to support the force’s capital market investigations.

Closing the gap between mutual, seg fund regulationInsurance regulators are proposing new guidance that aims to tighten expectations around the design and sale of segregated funds — narrowing the investor protection gap between seg funds and mutual funds.

The setup for Canadian equities is as compelling as it has been in years, says Craig Jerusalim, senior portfolio manager at CIBC Asset Management / Gestion d'actifs CIBC.