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Investors Group to simplify mutual fund lineup

Investment objective changes and proposed fund mergers aim to provide broader diversification, lower costs to clients

  • By: IE Staff
  • September 18, 2018 September 18, 2018
  • 06:00
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Manulife to implement multiple changes to mutual funds

Manulife Strategic Dividend Bundle will incorporate additional funds into its portfolio

montreal student statue on sherbrooke street.

Holt Fintech Accelerator welcomes 13 startup teams to Montreal

Among the finalists are services that aim to improve advisors’ practices and relationships with clients

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New Wealthsimple feature allows clients to save or invest their spare change

Automatic service works with most Canadian credit and debit cards

conflict of interest illustration

IOSCO guidance addresses conflicts of interest in equity capital raising

Report details key stages of capital raising where the role of intermediaries might give rise to conflicts of interest

British Columbia provincial parliament building, Victoria, BC

B.C. to restructure Financial Institutions Commission

Making FICOM a Crown agency is intended to strengthen oversight of the financial services sector

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Ontario pushes back on CSA’s proposed DSC ban

The province’s new government has come out against regulators’ proposals to ban DSCs on mutual funds, which were released for public comment Thursday

Road map to success

The road to success

Advisors focus on putting plans in place for both themselves and their clients, and need help from their firms to ensure they're headed in the right direction

time for change on blackboard with businessman finger pointing

Remaking the industry

CSA anticipates its proposals will add costs for the industry

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
  • August 28, 2018 September 11, 2018
  • 10:15
smiling middle aged man in office

Following your own advice

After decades of helping clients plan for retirement, do you have a plan of your own?

A quest for knowledge

Jennifer Rideout believes in education - for advisors and for her clients' children. She is a great advocate of registered education savings plans

Canadians missing out on tax breaks for caregivers: poll

Canadians contribute an average $430 per month to care for aging or ill family members

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.…