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TSX ends 12-day rally

Dow sheds more than 300 points

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Jon Eaton joins Anchor Pacific

Portfolio manager named director of private client wealth

  • By: IE Staff
  • January 22, 2019 January 22, 2019
  • 12:50
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Traditional financial services firms can out-innovate fintechs

Successful firm must be willing to leave behind their existing legacy systems, business models and approaches to talent

Wall street sign in New York with American flags and New York Stock Exchange background.

FINRA releases 2019 compliance exam priorities

Online distribution platforms are among the emerging issues identified by the U.S. self-regulatory organization

  • January 22, 2019 January 22, 2019
  • 14:45
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TD names new Pacific Region head

Andrew Cribb succeeds Mauro Manzi

  • By: IE Staff
  • January 22, 2019 January 22, 2019
  • 12:30
female homebuyer shakes hand with real estate agent in office

Feds to focus on making homes affordable for millennials

Liberals looking at “multiple things” to address challenge, says finance minister

Oil well with the pump jack in action. Alberta

November data indicate weakness in Canadian economy

Both wholesale and manufacturing sales fell

  • By: IE Staff
  • January 22, 2019 January 22, 2019
  • 11:25
Businessman analyzing report

Canoe to terminate and merge certain funds

Two of the mergers are expected to be completed by March 8

  • By: IE Staff
  • January 22, 2019 January 22, 2019
  • 11:00

AGF to close several funds

Six Harmony pools will be terminated on or about April 8

  • By: IE Staff
  • January 22, 2019 January 22, 2019
  • 10:30
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TFSAs: Setback for the CRA

Tax Court decision may limit the scope of the advantage tax

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Investors make their voices heard

There’s support for the CSA’s proposals, but criticism of regulators

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
  • January 8, 2019 January 8, 2019
  • 12:30

CFIB finds Service Canada call centres lacking

A study gave the service small business owners receive a B-

  • By: IE Staff
  • January 8, 2019 January 20, 2019
  • 12:16

CRA updates child-related tax folios

Revised folios provide tax guidance for clients who are parents, students or parents of students

Newly wealthy clients need help with shifting priorities

Windfall recipients intend to pay off debts and share their newly acquired wealth with friends, family and charity