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Young Businesswoman Addressing Boardroom Meeting

Measuring ESG through gendered language

New metric measures the relative male- or female-dominated language used by a company

RBC launches five global portfolios

New offerings are designed to minimize home country bias

  • By: IE Staff
  • July 15, 2019 July 15, 2019
  • 10:38
female homebuyer shakes hand with real estate agent in office

Home sales edged up 0.3% in June

Toronto and Montreal made gains, while B.C. saw declines

Downtown office buildings Toronto

TSX starts week higher

U.S. markets closed at record highs on Monday

High angle view of mallet eyeglasses legal book in courtroom

U.S. brokerage to repay institutional clients misled by its traders

Firm agrees to repay fund manager clients US$25M and pay US$1.5M in penalties

Businessman calculating and checking articles of agreemen

Relaxing capital rules on U.S. banks a negative, Moody’s says

New rules for certain banks take effect in April 2020

NFC - Near field communication mobile payment

Economists weigh in on upcoming inflation, retail sales numbers

Reports indicate Canada’s inflation rate is on target

Downtown office buildings Toronto

Profit survey: A flat start to 2019

Banks reported some improvement in earnings in the first few months of the year, although most other financial services firms reported decreases

flags of usa and china painted on cracked wall

China imports from U.S. plunge 31% in June amid tariff war

Exports to the U.S. were down 7.8%

businessman showing where to sign agreement law contract pen

Majority of mortgages held by non-banks are not insured, StatsCan reports

Non-bank lenders held 1.7 million residential mortgages in Q4 2018

Former IFIC chief joins C.D. Howe Institute

Joanne De Laurentiis was president and CEO of IFIC until 2016

IIROC proposes revisions to CE program

Proposed changes aimed at simplifying CE regime are out for comment until Aug. 26

OSC Dialogue 2017 to feature FCA, SEC executives

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
stressed senior couple calculating budget at home

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

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