Canoe to acquire Fiera’s retail mutual funds and fund dealer
Fiera will continue to manage its Canadian closed-end funds and alternative strategies
- October 23, 2018 October 23, 2018
- 11:10
Top stories
Canadian firms recognized as fintech innovators
China dominates the top of the 2018 Fintech 100
- October 23, 2018 October 23, 2018
- 11:53
Mutual fund sales, assets retreat in September
Year-to-date sales well below 2017
- October 23, 2018 October 23, 2018
- 12:15
TSX partially rebounds from weak start
Oil prices dip to two month low
- By: Canadian Press
- October 23, 2018 October 23, 2018
- 16:30
MFDA bans former Investia rep
Ontario advisor referred clients to invest in syndicated mortgages off book
- By: James Langton
- October 23, 2018 October 23, 2018
- 14:49
Court dismisses malicious prosecution lawsuit against AMF
Quebec regulator’s investigation and complaint covered by its statutory immunity
- By: James Langton
- October 23, 2018 October 23, 2018
- 16:11
Kids investing earlier than their parents
Advisors can help parents looking to teach financial literacy lessons
- By: Anne-Marie Vettorel
- October 23, 2018 October 23, 2018
- 13:41
Legalized pot provides greater opportunities for banks
Industry expansion will require more extensive financial services
- By: James Langton
- October 23, 2018 October 23, 2018
- 10:45
PWL announces Brenda Bartlett as new CEO
Anthony Layton will continue to play an important role as chairman
- By: IE Staff
- October 22, 2018 October 22, 2018
- 17:35
Magazines
Beyond our borders
Many investors, including HNW clients, need to be educated about the world of opportunity in global markets
- By: Dwarka Lakhan
- October 15, 2018 October 12, 2018
- 00:28
How the CRA views seg funds in registered plans
Details from the tax folio on advantages
- By: Melissa Shin
- October 16, 2018 October 22, 2018
- 12:15
Newsmaker: A home for independent advisors
Stéphane Dulude will be drawing on his experience to help Peak Financial Group expand its footprint outside Quebec
- By: Fiona Collie
- October 12, 2018 October 12, 2018
- 00:17
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
- By: IE Staff
- October 19, 2018 October 19, 2018
- 14:00
Handling passive-investment rules
Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients
Financial planning aids asset retention: report
U.S. advisors are increasingly using financial planning to build trust with clients
- By: James Langton
- October 10, 2018 October 10, 2018
- 15:30
Echelon Wealth appoints chief client officer
Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath
- By: Anne-Marie Vettorel
- October 2, 2018 October 2, 2018
- 14:00
Why it’s important to involve the children of HNWIs in estate planning
Advisors must start relationships with prospective heirs early to demonstrate why they are better than the competition
- By: James Langton
- September 21, 2018 September 21, 2018
- 12:27
