CSA stands pat on embedded commissions
But regulators are banning DSCs and enhancing regulatory requirements for registrants to avoid situations that place them in a conflict of interest
- June 21, 2018 June 21, 2018
- 10:00
Top stories
Opinion: CSA decision a big win for the industry
Dealers and advisors can breathe a sigh of relief that there is no blanket ban on trailer commissions and no statutory best interest standard
- June 21, 2018 June 21, 2018
- 10:05
Manulife cutting 700 jobs
The insurer will look to recruit top digital talent
- June 21, 2018 June 21, 2018
- 16:25
TSX pulls back from record-high close
Loonie trades lower
- By: Ian Bickis
- June 21, 2018 June 21, 2018
- 17:30
Mark Sylvia elected as CLHIA’s 2018-19 chairman
The Empire Life president and CEO will work with the association’s board of directors
- By: Leah Golob
- June 21, 2018 June 21, 2018
- 15:35
Horizons launches blockchain technology ETF
New ETF offers investors a diversified way to enter blockchain investing
- June 21, 2018 June 21, 2018
- 12:25
CI Investments announces risk rating changes
Lower ratings for three Sentry mutual funds
- By: IE Staff
- June 21, 2018 June 21, 2018
- 11:00
SuccessFinder appoints Charles Guay as president and COO
Financial services leader joins human resources technology company
- By: IE Staff
- June 20, 2018 June 20, 2018
- 12:49
Western Financial Group acquires Ontario’s Axion Insurance
Insurance services firm expands beyond Western Canada
- By: IE Staff
- June 20, 2018 June 20, 2018
- 13:50
What drives investors to robo-advisors?
Interest and knowledge of financial matters play a key role in clients' choice of investment-management channel
- By: Rudy Mezzetta
- June 1, 2018 June 1, 2018
- 00:16
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
- By: IE Staff
- June 8, 2018 June 21, 2018
- 12:00
Have an “unplugged” vacation
Taking a break from contact with the office is essential to getting rested and recharged
Current estate plans fall short for many blended families
Financial planners must work very closely with questions to ensure their complex financial and estate goals are met
- By: donalee Moulton
- June 13, 2018 June 21, 2018
- 10:30
“Transitional quality” a key factor in selling your book of business
The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary…
- By: donalee Moulton
- June 12, 2018 June 21, 2018
- 15:56
Gig economy increasingly important to post-retirement clients
Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes
- By: donalee Moulton
- June 12, 2018 June 21, 2018
- 10:30
Brand Knowledge
Unlocking the potential of smart beta for your clients
- By: BMO Global Asset Management
- March 9, 2018 March 9, 2018
- 10:00