Low investor awareness of CRM2 a challenge for firms and advisors
Edward Jones tops J.D. Power investor satisfaction ranking for sixth consecutive year
- August 16, 2018 August 16, 2018
- 11:44
Top stories
OSC doubles fine against former First Leaside CFO
The commission set aside the decisions of an IIROC hearing panel and substituted its own decisions
- August 15, 2018 August 15, 2018
- 17:45
Wealthsimple to launch zero-commission stock trading service
Users will have access to unlimited trades of more than 8,000 publicly traded stocks and ETFs listed on major Canadian and U.S. exchanges
- August 16, 2018 August 16, 2018
- 09:19
Qualified Financial Services appoints president to lead growth
Fiona Cuddy joins the MGA from Canada Life
- By: IE Staff
- August 15, 2018 August 15, 2018
- 16:25
Unitholders approve changes to SEI Canada funds
The adjustments to the investment objectives of four mutual funds will more accurately describe how each fund is managed
- By: IE Staff
- August 16, 2018 August 16, 2018
- 10:30
ASC panel denies order against short seller Cohodes
Commission staff hadn’t proved there was an urgent need for the interim order
- By: Dan Healing
- August 16, 2018 August 16, 2018
- 09:25
Concentra expands executive team
Appointments aim to strengthen bank’s ability to drive growth
- By: IE Staff
- August 15, 2018 August 15, 2018
- 13:55
Central 1 launches voice banking services
Two credit unions are piloting the service, which Central 1 designed to be compatible with Amazon’s Alexa
- By: James Langton
- August 15, 2018 August 15, 2018
- 14:45
IOSCO calls for comments on governance of OTC derivatives data
Global policymakers seek to further improve derivatives data reporting
- By: James Langton
- August 16, 2018 August 16, 2018
- 12:30
FSB launches review of legal entity identifiers implementation progress
The board invites feedback from stakeholders
- By: James Langton
- August 16, 2018 August 16, 2018
- 12:45
Insurance leads to better view of advice
Recent research reveals that clients who have life insurance place more value on the advice they receive and are more loyal
- By: Rudy Mezzetta
- July 27, 2018 July 27, 2018
- 00:19
Slideshow: Insurance advisors keen to recommend their agencies
Although the majority of insurance agencies received strong recommendations, there were a few that declined, in advisors’ eyes, this year
- By: Fiona Collie
- August 7, 2018 August 7, 2018
- 10:30
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
- By: IE Staff
- August 14, 2018 August 15, 2018
- 10:15
Trust betrayed
Regulators and dealer firms have been slow to come up with a clear process for financial advisors to handle suspected cases of elder financial abuse.…
Tech tips: Get more from social media
Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…
- By: Danny Bradbury
- July 27, 2018 August 14, 2018
- 00:09
IFIC expands Vulnerable Investors Resource Centre
New advisor materials on capacity and decision making now available
- By: Leah Golob
- July 5, 2018 August 14, 2018
- 14:00
DTC: Opening doors
Qualifying for the disability tax credit is key to receiving several valuable government benefits. Here's what you and your clients need to know about this…
- By: Rudy Mezzetta
- June 22, 2018 August 14, 2018
- 00:04
