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Wave of retirement hits Canadian workforce as health care, education lose workers

A surprising number of workers younger than 65 are retiring early

Concept of real estate, mortgage and lease

No housing crash on the horizon

Yet clients will need guidance in the medium term due to real estate-driven volatility and affordability pressures

  • By: Katie Keir
  • September 30, 2022 September 30, 2022
  • 15:36
World map with chart whooping ETF growth over time

Equity issuance slowest since 2003: Refinitiv

Debt underwriting down too, led by a plunge in high-yield offerings

cryptocurrencies

Global banks’ capital high, crypto exposures low

Novel Basel Committee data finds minimal crypto holdings at global banks

bitcoin ethereum litecoin concept coins on black

Crypto offering a fraud, OSC, SEC allege

Regulators say investors were misled about bullion backing digital token

plant with coins

Don’t wait for clients to ask about planning gaps

Aspirational planners need to take action for clients, Planworth's James Fraser said at IAFP's 2022 symposium

  • By: Katie Keir
  • September 29, 2022 September 29, 2022
  • 15:59

Inflation hits record 10% in 19 EU countries using euro

Energy prices up 40.8%

Inflation, growth of food sales, growth of market basket or consumer price index concept. Shopping basket with foods on arrow.

Resilient U.S. consumers spend slightly more in August

Spending on track to slow in Q3

Magnifying glass focused an invoice with negative numbers

SEC sanctions firm for faulty audits

RSM allegedly failed to properly carry out audits of a firm that was found to be inflating revenues

Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Horizontal, blurred (Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Ho

SRO reform a go after dealer vote

Fund dealers, investment dealers approve merger, with new SRO to launch in 2023

growth in challenging times

Canadian economy grew slightly in July, StatsCan says

Some banks expect third-quarter growth of about 1%

Money saving concept, Vector illustration in flat style design, Piggy bank, calculator and hand with coin, Finance symbols and icon

Rising costs rein in retirement savings

Canadians' personal finances have worsened, BDO survey suggests

  • By: IE Staff
  • September 29, 2022 September 29, 2022
  • 13:53
Financial Services Regulatory Authority of Ontario logo

Certain MGAs pay multiple life agents for a single sale, FSRA says

Draft Ontario MGA regulation coming in 2023 as a result of concerns found in FSRA's review

Man and woman sitting in cafeteria discussing finance for the month. Stressed couple looking at bills sitting in restaurant wearing uniform apron. Cafe staff sitting together looking at expenses and bills. (Man and woman sitting in cafeteria discussi

Small business sentiment dips slightly in September

CFIB members' outlook aligns with expectations for a second-half slowdown, TD says

  • By: IE Staff
  • September 29, 2022 September 29, 2022
  • 15:06
Retirement, work-life, sign post, direction on a field with blue sky

Advisors need to help clients find purpose in retirement

Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization

Advisors must improve how they work with wealthy families

False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant

How to stay the course in tough markets

Diversification, planning and time are an advisor’s best friends when volatility strikes

Securing credit in a rising-rate environment

You and your clients may need to get creative in brainstorming strategies for borrowing