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Manitoba Legislative Building in Winnipeg, Manitoba, Canada
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Assante Private Client rolls out alternative investments

Three funds for HNW clients

  • By: IE Staff
  • March 19, 2018 March 19, 2018
  • 13:00
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VersaBank developing blockchain-based cryptocurrency vault

Canadian branchless bank intends to launch VersaVault globally

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MD Financial offers clients greater choice

A suite of services includes online trading, robo-advice and personal financial planning with a dedicated financial advisor

  • By: IE Staff
  • March 19, 2018 March 19, 2018
  • 11:00
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Horizons completes rebalance of Marijuana Life Sciences Index ETF

10 stocks added to portfolio

  • By: IE Staff
  • March 19, 2018 March 19, 2018
  • 14:15
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No optimal level for household debt: feds

There’s no way to know if the debt-to-income ratio has climbed too high, analysis says

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Sustainalytics strengthens research capacity

ESG analysis firm purchases certain assets of Solaron Sustainability Services

  • By: IE Staff
  • March 19, 2018 March 19, 2018
  • 11:45
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
  • March 19, 2018 March 19, 2018
  • 12:30
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    Lady overwhelmed by debt, tax, tax forms

    Women still need help understanding finances

    FPSC study reveals that many Canadian women have “very little” knowledge about finances while more than half don’t have a written financial plan

    Court case reveals risks in gifting assets

    Setting up a trust or buying an insurance policy could offer protection for clients' families without putting assets at risk

    Why referrals are declining

    Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years…

    Tech Tips: Roam, without getting robbed

    Using your cellphone for calls, text and data while travelling can lead to some surprising charges when you get home. Here are some ways to…