Senior clients need more from financial firms: report
OBSI finds seniors complain the most about mutual funds, disclosure issues
- July 18, 2019 July 18, 2019
- 13:16
Top stories
Gold is in, while cannabis inspires caution: survey
Advisors are bullish on the Nasdaq and less keen on the TSX, a Horizons poll says
- July 18, 2019 July 18, 2019
- 16:36
Boomers worried they aren’t saving enough: survey
RBC finds boomers have a savings shortfall, while ATB finds female investors in Alberta lack confidence
- July 18, 2019 July 18, 2019
- 15:02
Second man charged in alleged Ponzi scheme
Toronto police announced the arrest of a second man on Wednesday
- By: James Langton
- July 17, 2019 July 17, 2019
- 16:21
Gains in some home prices offset declines in others
National house price index increased just 0.5% over the last year
- By: IE staff, with files from Canadian Press
- July 18, 2019 July 18, 2019
- 13:41
North American stock markets end two-day slide
Gold prices offset a decline in oil
- By: Canadian Press
- July 18, 2019 July 18, 2019
- 16:25
U.S. RIAs marrying at record rates
TD Ameritrade reports mergers are up 82% from the same time last year
- By: James Langton
- July 18, 2019 July 18, 2019
- 11:05
OSFI revising liquidity, capital rules for banks
The rules were last updated in 2012
- By: James Langton
- July 18, 2019 July 18, 2019
- 17:31
Predicting how far the Fed will go with a rate cut
Experts weigh in on what to expect
- By: Mark Burgess
- July 18, 2019 July 18, 2019
- 11:37
Alternative lenders gain market share as total mortgage growth slows, CMHC says
Alternative lenders held $13B–14B of outstanding mortgages last year
- By: Aleksandra Sagan, Canadian Press
- July 16, 2019 July 18, 2019
- 14:31
TD announces numerous changes to investment funds
Changes include fund mergers, reduced risk ratings and new investment objectives
- By: IE Staff
- July 18, 2019 July 18, 2019
- 11:37
BCSC alleges woman violated trading ban
Woman was permanently banned and ordered to pay $2.24 million in 2017
- By: James Langton
- July 16, 2019 July 18, 2019
- 13:55
Sun Life announces risk rating changes
Ratings have been lowered for six funds
- By: IE Staff
- July 18, 2019 July 18, 2019
- 12:07
Brokerage account hacks enabled market manipulation, U.S. authorities say
Defendant pleads guilty to his role in the scheme
- By: James Langton
- July 16, 2019 July 16, 2019
- 16:10
IOSCO pushes back on criticism
The group has been critiqued on its approach to investment fund regulation
- By: James Langton
- July 18, 2019 July 18, 2019
- 10:58
Free trading in the dark coming to TSX next month
The exchange is offering a promotion beginning Aug. 1
- By: James Langton
- July 17, 2019 July 17, 2019
- 13:44
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
- By: IE Staff
- May 16, 2019 July 10, 2019
- 10:30
Report reveals Canadians’ weak knowledge of retirement income
Employer plans, OAS and GIS were the least understood topics
Advisors top list of retirement planning tools: survey
But advisors aren’t as popular with Gen X investors
- By: IE Staff
- May 13, 2019 July 10, 2019
- 10:30
Singles: A growing demographic
The needs of single clients can differ from those of couples, so tailor your planning services appropriately
- By: Leah Golob
- May 3, 2019 July 7, 2019
- 00:12
Tech Tips: Getting the most from your Wi-Fi
A mixture of the latest wireless networking standard and some configuration tricks can ensure that you have excellent coverage throughout your office
- By: Danny Bradbury
- May 3, 2019 July 7, 2019
- 00:10
Partner Reports
Picking the right team for a wealth plan
- By: BMO Private Wealth
- July 16, 2019 July 16, 2019
- 09:00