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  1. Beatrice Paez
    A majority of the breaches against the financial services industry originate from within the organization
  2. Beatrice Paez
    An executive panel stresses the need to get in front of technological and regulatory challenges
  3. James Langton
    The recommendations are also intended to make the proposal more consistent with the requirements set by other regulators
  4. IE Staff
    Banks are exerting unprecedented influence on their brokerage firms
  5. Fiona Collie
    Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the Brokerage Report Card 2017. This year, investment advisors with bank-owned investment dealers were unhappy with their firm for several reasons.
  6. IE Staff
    CF2G Investissement is registered as a mutual fund dealer in Quebec
  7. Patricia Chisholm
    Records must show “business-like endeavour”
  8. Beatrice Paez
    Creating a family playbook can help ensure everyone feels well prepared for the years ahead
  9. Special Feature

    Consumer Insights

    IE Staff
    A monthly examination of the complex interplay among Canadian consumers, money and financial advice
  10. Beatrice Paez
    Only 29% of working-age Canadians believe they’ll be financially comfortable when they retire, new HSBC report finds