Sun Life strengthens focus on clients
Eric Monteiro named chief client experience officer
- February 19, 2019 February 19, 2019
- 17:00
Top stories
Provisus to launch nine platform-traded funds on NEO
Fee model aligns manager profitability with the results achieved by clients
- February 19, 2019 February 19, 2019
- 10:00
CRA kicks off 2018 tax filing season
The agency says it has no plans to abandon paper tax returns despite the rising use of digital services
- February 19, 2019 February 19, 2019
- 15:00
Advisor-reliant clients prefer fee-based accounts: survey
Self-directed investors prefer commissions-based relationships
- By: IE Staff
- February 19, 2019 February 19, 2019
- 15:35
Energy, materials and financials boost TSX
U.S. markets close with slight gains
- By: Ross Marowits
- February 19, 2019 February 19, 2019
- 17:30
IIROC allows full-service reps to tout firm’s discount brokerage
SRO satisfied firm will put in place appropriate disclosure, policies, procedures and controls
- By: James Langton
- February 19, 2019 February 19, 2019
- 14:30
ESG a growing priority for private equity finds PwC survey
Responsible investment perceived as the ‘right thing to do’
- By: James Langton
- February 19, 2019 February 19, 2019
- 11:30
TMX joins UN sustainability effort
The Sustainable Stock Exchanges Initiative promotes responsible investment
- By: James Langton
- February 19, 2019 February 19, 2019
- 12:15
Middlefield launches two ETFs
Middlefield Healthcare & Life Sciences ETF and REIT INDEXPLUS ETF now trading on the TSX
- By: IE Staff
- February 19, 2019 February 19, 2019
- 10:30
CIBC Asset Management announces changes to bond pools
The company is assuming core portfolio advisor duties for three fixed-income pools
- By: IE Staff
- February 19, 2019 February 19, 2019
- 12:05
iNovia launches pair of tech-focused vencap funds
The Montreal-based firm is also opening an office in London
- By: James Langton
- February 19, 2019 February 19, 2019
- 13:00
Research and Markets
MX outlines compliance priorities
Some firms are failing to ensure annual testing for automated order systems used by direct electronic access clients
- By: James Langton
- February 19, 2019 February 19, 2019
- 15:50
SEC proposes easing IPO rules
Proposal would give all issuers the ability to test market interest in an IPO before filing
- By: James Langton
- February 19, 2019 February 19, 2019
- 15:55
From the Regulators
European regulators renew ban on binary options
Renewal extends prohibition on the marketing and distribution of binary options to retail clients for another three months
- By: James Langton
- February 19, 2019 February 19, 2019
- 12:45
Newsmaker: Taking on the bank-owned firms
Wellington-Altus chairman Charlie Spiring is entering a new venture to do what he does best: Create wealth
- By: Rudy Mezzetta
- February 12, 2019 February 12, 2019
- 00:14
Stock-pickers need some volatility
Mutual fund families that used a stock-picking portfolio-management style soared last year
- By: Catherine Harris
- February 12, 2019 February 5, 2019
- 00:15
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
- By: IE Staff
- January 25, 2019 February 14, 2019
- 12:30
Brand Knowledge
How to help clients approach global credit markets
Help clients learn about the opportunity in the global bond markets and the important role of independent research when investing in complex fixed income instruments.
- By: TD Asset Management
- November 28, 2018 February 19, 2019
- 09:30
Ten essential practice technologies
Advisors who embrace technology experience deeper client relationships, greater efficiency and growing businesses. Here's a look at the top tools for a sound, tech-based practice
Tech Tips: Top tech mistakes
Careful planning will save time, money - and aggravation
- By: Danny Bradbury
- February 12, 2019 February 19, 2019
- 00:11
Canadians boost RRSP holdings
Cautious investors represent an opportunity for advisors
- By: IE Staff
- January 29, 2019 February 12, 2019
- 13:52
Help clients identify as investors
investors are more likely to say they understand the risks and benefits of their current investments
- By: IE Staff
- January 24, 2019 February 12, 2019
- 15:00
Brand Knowledge
How to manage common investor behaviour pitfalls
- By: TD Asset Management
- November 22, 2018 February 19, 2019
- 12:35
Partner Reports
Our global investment outlook for 2019
- By: BlackRock
- December 5, 2018 February 12, 2019
- 10:18