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Financial services software deployment needs improvement: report

Outdate practices impose significant costs on the financial industry

digital tablet hands graph planning economic business success

TribalScale launches financial services Venture Studio

Peter Aceto, former Tangerine CEO, appointed executive-in-residence

  • February 21, 2018 February 21, 2018
  • 15:20
yes or no insurance pencil form

Fight for insurance benefits highlights dangers of social media

Insurers are increasingly using social media to find grounds to deny claims, lawyer says

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Wealthsimple raises $65 million

Power Financial has invested $165 million in capital in the robo-advisor since 2015

  • By: IE Staff
  • February 21, 2018 February 21, 2018
  • 10:34
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Questrade lowers Portfolio IQ minimum investment

Robo-advisor makes investing accessible with lower $1,000 minimum

  • By: IE Staff
  • February 21, 2018 February 22, 2018
  • 11:03
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Waterloo students win local CFA research challenge

The winning team advances to the Americas regional competition

  • By: IE Staff
  • February 21, 2018 February 21, 2018
  • 12:58
The Center Block and the Peace Tower in Parliament Hill

Feds urged to act on retirement savings

There are many recommendations for this year's federal budget, but changes to registered plans are front and centre

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
  • February 12, 2018 February 12, 2018
  • 12:30
Adirondack chairs at shore of Lake of Two Rivers, Ontario

Canadian retirees burdened with debt

From credit card debt to a mortgage, retirees struggle with expenses

Canadians dipping into their RRSPs

A new report highlights the steady increase in the amount of money withdrawn from retirement savings to meet short-term needs

  • By: Leah Golob
  • February 15, 2018 February 15, 2018
  • 11:00

Tech Tips: The tech-savvy office

You don't have to be a geek to bring your practice up to technological speed. Just a few upgrades - such as a big-screen TV…

Canadians continue to live longer

However, the rate of improvement is slowing

  • February 14, 2018 February 15, 2018
  • 15:30