IFB launches new AML/ATF course for life licensed advisors
Course helps independent advisors create and maintain a FINTRAC compliance regime
- June 18, 2018 June 18, 2018
- 10:30
Top stories
OSC’s John Mountain dies
Mountain worked on proposals to change the mutual fund fee structure and reduce regulatory burden for investment fund issuers for the past two years
- June 18, 2018 June 18, 2018
- 16:25
Proposed class action lawsuits filed against BMO, CIBC’s Simplii
Cybersecurity breaches may have disclosed personal and financial information of up to 90,000 customers
- June 18, 2018 June 18, 2018
- 17:35
Energy sector helps lift TSX
U.S. markets end lower amid trade tensions
- By: Ian Bickis
- June 18, 2018 June 18, 2018
- 17:30
Finance Montreal announces Montreal FinTech Station
The project will make it possible to develop Quebec’s fintech community and help support Montreal’s position as an innovative financial hub
- By: IE Staff
- June 18, 2018 June 18, 2018
- 11:00
Assante Wealth introduces philanthropic platform
The charitable giving program allows clients to incorporate philanthropic giving into their overall wealth plan
- By: IE Staff
- June 18, 2018 June 18, 2018
- 16:15
Horizons ETFs offers more ways to gain exposure to Canadian-listed marijuana stocks
Preliminary prospectus filed to launch leveraged, inverse and inverse leveraged ETFs
- By: IE Staff
- June 18, 2018 June 18, 2018
- 12:50
IA Financial one step closer to establishing holding company
Group's plan endorsed by Quebec legislature
- By: IE Staff
- June 18, 2018 June 18, 2018
- 11:50
CSA urges Canadians to watch for signs of financial abuse of older Canadians
The effects of financial abuse frequently go well beyond the pocketbook
- By: IE Staff
- June 18, 2018 June 18, 2018
- 06:00
Slideshow: How a dealer’s ratings and advisors’ recommendations correlate
For the most part, advisors would recommend their firm to another advisor. But changes at a dealer impact both these recommendations and a firm’s rating
- By: Fiona Collie
- June 13, 2018 June 13, 2018
- 10:00
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
- By: IE Staff
- June 8, 2018 June 14, 2018
- 12:00
Have an “unplugged” vacation
Taking a break from contact with the office is essential to getting rested and recharged
Current estate plans fall short for many blended families
Financial planners must work very closely with questions to ensure their complex financial and estate goals are met
- By: donalee Moulton
- June 13, 2018 June 15, 2018
- 10:30
“Transitional quality” a key factor in selling your book of business
The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary…
- By: donalee Moulton
- June 12, 2018 June 15, 2018
- 15:56
Gig economy increasingly important to post-retirement clients
Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes
- By: donalee Moulton
- June 12, 2018 June 15, 2018
- 10:30
Brand Knowledge
Unlocking the potential of smart beta for your clients
- By: BMO Global Asset Management
- March 9, 2018 March 9, 2018
- 10:00