Power, politics and passivity in the public markets
An OECD report warns of the outsize influence institutional investors have in markets
- October 17, 2019 October 17, 2019
- 12:24
Top stories
CRA confirms advantage tax rules relief
Paying RRSP, TFSA investment fees from outside the accounts not an advantage
- October 16, 2019 October 17, 2019
- 15:34
Examining wealth tax proposals in Canada and the U.S.
NDP leader Jagmeet Singh listed the party’s “super wealth tax” as a top priority for supporting a minority government
- October 17, 2019 October 17, 2019
- 17:07
ESG adoption by institutional investors slows: RBC GAM survey
While ESG adoption has tapered off slightly, it remains a popular strategy
- By: Katie Keir
- October 16, 2019 October 16, 2019
- 14:56
Foresters sells life insurance company
Sale marks final stage of Foresters' strategy to exit the North American asset management business
- By: IE Staff
- October 17, 2019 October 17, 2019
- 12:49
10 years on, more to be done on G20 reforms, FSB says
A new report evaluates the implementation of post-crisis reforms
- By: James Langton
- October 17, 2019 October 17, 2019
- 09:35
The slow death of Canada’s banking ombudsman
The independent dispute resolution service has been abandoned by most of the big Canadian banks
- By: Ermanno Pascutto
- October 17, 2019 October 17, 2019
- 11:35
MX launches new training requirement
Starting Nov. 1, aspiring derivatives traders must complete a course and pass an exam
- By: James Langton
- October 17, 2019 October 17, 2019
- 14:47
SEC seeks solutions for thinly traded stocks
Weak trading volume can have multiple negative impacts
- By: James Langton
- October 17, 2019 October 17, 2019
- 16:22
Crypto has promise, but faces hurdles, Moody’s says
Rating agency says cryptocurrencies remain the domain of speculators
- By: James Langton
- October 17, 2019 October 17, 2019
- 13:00
U.S. brokers sanitizing disciplinary records, investor group says
New report says expungements are being granted "as a matter of course"
- By: James Langton
- October 15, 2019 October 15, 2019
- 14:57
DBRS brightens view on Sun Life
The Toronto-based rating agency has upgraded its rating
- By: James Langton
- October 17, 2019 October 17, 2019
- 11:30
Sprucing up Europe’s disclosure rules
Proposed reforms aim to address regulators' concerns, including disclosure of investment costs
- By: James Langton
- October 16, 2019 October 16, 2019
- 17:08
Traders in China manipulated U.S. stocks, SEC alleges
Eighteen traders generated at least US$31 million in illicit profits, regulator says
- By: James Langton
- October 16, 2019 October 16, 2019
- 16:58
Benefit of currency exposure through U.S. investments may be diminishing: report
Hedging may make sense if the Canadian economy outperforms
- By: Michelle Schriver
- October 16, 2019 October 16, 2019
- 16:17
Canadians shift to fintech, but trust issues linger
Survey respondents have more trust in the ability of traditional institutions to protect personal data
- By: James Langton
- October 16, 2019 October 16, 2019
- 11:36
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
- By: IE Staff
- May 16, 2019 October 17, 2019
- 10:30
How to give advice that sticks
Knowing your client’s mindset — and your own — can help you tailor advice
Potential effects of the new degree requirement for CFPs
A degree will be required to earn the "Certified Financial Planner" designation, effective April 2022
- By: Michelle Schriver
- August 26, 2019 October 15, 2019
- 15:36
Report reveals Canadians’ weak knowledge of retirement income
Employer plans, OAS and GIS were the least understood topics
- By: IE Staff
- May 13, 2019 October 17, 2019
- 12:55
Advisors top list of retirement planning tools: survey
But advisors aren’t as popular with Gen X investors
- By: IE Staff
- May 13, 2019 October 17, 2019
- 10:30
Partner Reports
New ETF fund offers growth with less risk
- By: BMO Global Asset Management
- September 30, 2019 October 17, 2019
- 09:30