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  1. Megan Harman
    The U.S. firm, which provided software for insurance advisors to monitor their clients’ in-force life insurance policies and identify sales, closed down last week
  2. James Langton
    Dan Busi takes over as chairman, Brett Millard as vice chairman and Dave Wild, Ron Harvey and Martin Dupras join the board as directors
  3. Fiona Collie
    Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of this year’s Report Card on Banks, which show that the Big Six Banks are failing to live up to branch-based advisors’ expectations.
  4. IE Staff
    Qualifying fintech firms in Ontario will have access to FinTech Sandbox’s various services at no cost
  5. IE Staff
    Canada’s Big Six banks are struggling to live up to their branch-based financial advisors’ expectations
  6. Patricia Chisholm
    Failure to keep a potential beneficiary informed overrides a limitation period, B.C. court rules
  7. Special Feature

    Consumer Insights

    IE Staff
    A monthly examination of the complex interplay among Canadian consumers, money and financial advice
  8. Leah Golob
    Internal Canaccord study found that 70% of the 20 advisors who had the most growth in AUA in the past year were active daily on social media
  9. IE Staff
    This demographic is also more likely to buy a stock based on a friend’s recommendation
  10. Andy Blatchford
    Rising interest rates threaten to make it harder for Canadians to pay down their debt