How to write meaningful emails to clients
Well-written emails can help you build trust — and they might even put a smile on a client’s face
- April 7, 2020 April 7, 2020
- 16:55
Top stories
Pandemic proves bigger than Christmas for grocery stores: StatsCan
New data provides more early insight into the economic effects of Covid-19
- April 8, 2020 April 8, 2020
- 10:50
Impact of Covid-19 will be more profound than 9/11 attacks: CIBC’s Dodig
"Everyone will come out of this feeling a little less wealthy," Dodig says
- April 8, 2020 April 8, 2020
- 11:38
Government help during Covid-19: a summary
Let clients know about available assistance
- By: IE staff, with files from Canadian Press
- April 3, 2020 April 7, 2020
- 12:00
Insurers adapt underwriting, digital channels in pandemic response
Covid-19 has delayed medical appointments for coverage
- By: Michelle Schriver
- April 7, 2020 April 7, 2020
- 13:52
Rep fined, suspended for misconduct
An IIROC panel found the rep engaged in improper personal financial dealings with a client and misled investigators
- By: James Langton
- April 7, 2020 April 7, 2020
- 11:43
China’s economic recovery looks encouraging. Will North America’s be the same?
A report suggests the recovery in North America may not be as quick
- By: Michelle Schriver
- April 7, 2020 April 7, 2020
- 14:01
Annual pace of housing starts slowed in March, CMHC says
Housing starts slowed by 7.3%
- By: Canadian Press
- April 8, 2020 April 8, 2020
- 10:19
IIAC seeks fee hike deferrals
The trade group warns that small dealers may be in peril from the pandemic
- By: James Langton
- April 7, 2020 April 7, 2020
- 12:57
Breaking down federal support for business owners
Here’s a summary of the feds' Covid-19 economic response
- By: Michelle Schriver
- April 6, 2020 April 7, 2020
- 17:11
A welcome casualty of Covid-19: GHG emissions
Pollution reduction will likely prove temporary once the crisis eases, MSCI says
- By: James Langton
- April 7, 2020 April 7, 2020
- 13:33
SEC sanctions Cantor Fitzgerald for data failings
The firm admitted its failings and took action to repair its trade reporting
- By: James Langton
- April 7, 2020 April 7, 2020
- 16:03
TSX inches higher while U.S. markets dip after strong rallies from lows
The Canadian dollar traded for US71.50¢ on Tuesday
- By: Canadian Press
- April 7, 2020 April 7, 2020
- 16:25
Expert analysis leads to OSC whistleblower award
The tipster spotted misconduct that led to enforcement action
- By: James Langton
- April 6, 2020 April 6, 2020
- 11:23
SEC details compliance plans for new “best interest” standards
Initial compliance exams will focus on firms' commitment to adopting new requirements
- By: James Langton
- April 7, 2020 April 7, 2020
- 14:56
Want Investment Executive delivered to your home?
Address change would be temporary until quarantine efforts are lifted
- By: IE Staff
- April 1, 2020 April 2, 2020
- 10:21
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
- By: IE Staff
- October 23, 2019 April 7, 2020
- 10:30
Tips for video-conferencing with clients
Platforms like Skype and Zoom allow you to meet with clients virtually, but it’s essential that you protect your clients’ personal information
Tech stocks offer risk and reward
Clients looking for investment opportunities in this rapidly changing sector must approach them with caution
- By: Dwarka Lakhan
- January 31, 2020 January 30, 2020
- 00:06
Latest fintechs focus on saving
Advisors beware: These innovations will soon be making their mark in Canada
- By: Donalee Moulton
- January 31, 2020 February 26, 2020
- 00:05
Health apps and gadgets for seniors
Digital technology can not only help your older clients stay healthy. Some devices can even save lives
- By: Woodrow Pelley
- January 31, 2020 January 29, 2020
- 00:04
