Low investor awareness of CRM2 a challenge for firms and advisors
Edward Jones tops J.D. Power investor satisfaction ranking for sixth consecutive year
- August 16, 2018 August 16, 2018
- 11:44
Top stories
Research project seeks to enhance investment product disclosure
IFIC partners with BEworks to examine investment cost and performance statements
- August 16, 2018 August 16, 2018
- 15:35
S&P completes review of Canadian bank resolution regime
Ratings and outlooks on systemically important banks unchanged
- August 16, 2018 August 16, 2018
- 14:20
North American stock markets rebound
Dow surges nearly 400 points
- By: Ian Bickis
- August 16, 2018 August 16, 2018
- 17:30
Wealthsimple to launch zero-commission stock trading service
Users will have access to unlimited trades of more than 8,000 publicly traded stocks and ETFs
- By: Canadian Press
- August 16, 2018 August 16, 2018
- 09:19
OSC doubles fine against former First Leaside CFO
The commission set aside the decisions of an IIROC hearing panel and substituted its own decisions
- By: James Langton
- August 15, 2018 August 15, 2018
- 17:45
Franklin Templeton introduces five-year increments to target date lineup
Four new Franklin LifeSmart Portfolios launched
- By: IE Staff
- August 16, 2018 August 16, 2018
- 14:58
Unitholders approve changes to SEI Canada funds
The adjustments to the investment objectives of four mutual funds will more accurately describe how each fund is managed
- By: IE Staff
- August 16, 2018 August 16, 2018
- 10:30
Industry News
SALT Associates joins Logic3 family
Yarmouth, Me.-based firm brings expertise in claims management
- August 16, 2018 August 16, 2018
- 15:15
Australian bank arranges world’s first bond solely using blockchain
Commonwealth Bank of Australia’s new debt instrument will be known as bond-i
- By: James Langton
- August 16, 2018 August 16, 2018
- 14:00
Focus on advisors
B2B service could become the driver of Wealthsimple’s business
- July 27, 2018 July 25, 2018
- 00:20
Slideshow: Insurance advisors keen to recommend their agencies
Although the majority of insurance agencies received strong recommendations, there were a few that declined, in advisors’ eyes, this year
- By: Fiona Collie
- August 7, 2018 August 7, 2018
- 10:30
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
- By: IE Staff
- August 14, 2018 August 15, 2018
- 10:15
Trust betrayed
Regulators and dealer firms have been slow to come up with a clear process for financial advisors to handle suspected cases of elder financial abuse.…
Tech tips: Get more from social media
Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…
- By: Danny Bradbury
- July 27, 2018 August 14, 2018
- 00:09
IFIC expands Vulnerable Investors Resource Centre
New advisor materials on capacity and decision making now available
- By: Leah Golob
- July 5, 2018 August 14, 2018
- 14:00
DTC: Opening doors
Qualifying for the disability tax credit is key to receiving several valuable government benefits. Here's what you and your clients need to know about this…
- By: Rudy Mezzetta
- June 22, 2018 August 14, 2018
- 00:04
