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Qualified Financial Services appoints president to lead growth

Fiona Cuddy joins the MGA from Canada Life

  • By: IE Staff
  • August 15, 2018 August 15, 2018
  • 16:25
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Unitholders approve changes to SEI Canada funds

The adjustments to the investment objectives of four mutual funds will more accurately describe how each fund is managed

  • By: IE Staff
  • August 16, 2018 August 16, 2018
  • 10:30
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ASC panel denies order against short seller Cohodes

Commission staff hadn’t proved there was an urgent need for the interim order

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Concentra expands executive team

Appointments aim to strengthen bank’s ability to drive growth

  • By: IE Staff
  • August 15, 2018 August 15, 2018
  • 13:55
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Central 1 launches voice banking services

Two credit unions are piloting the service, which Central 1 designed to be compatible with Amazon’s Alexa

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IOSCO calls for comments on governance of OTC derivatives data

Global policymakers seek to further improve derivatives data reporting

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FSB launches review of legal entity identifiers implementation progress

The board invites feedback from stakeholders

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Insurance leads to better view of advice

Recent research reveals that clients who have life insurance place more value on the advice they receive and are more loyal

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Slideshow: Insurance advisors keen to recommend their agencies

Although the majority of insurance agencies received strong recommendations, there were a few that declined, in advisors’ eyes, this year

OSC Dialogue 2017 to feature FCA, SEC executives

IE’s Calendar of Industry Events

Helping advisors find opportunities for accredited continuing education

  • By: IE Staff
  • August 14, 2018 August 15, 2018
  • 10:15
Canadian money in the black wallet

Trust betrayed

Regulators and dealer firms have been slow to come up with a clear process for financial advisors to handle suspected cases of elder financial abuse.…

Tech tips: Get more from social media

Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…

IFIC expands Vulnerable Investors Resource Centre

New advisor materials on capacity and decision making now available

DTC: Opening doors

Qualifying for the disability tax credit is key to receiving several valuable government benefits. Here's what you and your clients need to know about this…