Top stories
hi-tech technological background

Manulife announces $400,000 AI partnership with UWaterloo

In addition to funding research, the partnership will help build the next generation of intelligent systems

  • By: IE Staff
  • September 25, 2018 September 25, 2018
  • 15:30
Closeup of mallet being hit on stacked coins at table in courtroom

IIROC fines CIBCWM and B.C. branch manager for failing to supervise advisor

The advisor later admitted to making unsuitable recommendations to clients

Stock market quotes

TSX falls despite higher crude and metals prices

U.S. markets finish mixed

acronym 'etf' of the yellow square pixels on a black matrix

IPC introduces Essentials ETF portfolios

The new portfolios, managed by Counsel Portfolio Services, are intended for investors across the wealth spectrum

eople discussion meeting give help donate charity philanthropy concept

Philanthropic Foundations Canada announces search for new CEO

Hilary Pearson plans to leave the organization in 2019

Toronto bank towers

Trade risks would compound Canadian banks’ exposure to consumer debt: Fitch

Additional tariffs would weaken labour and housing markets and could translate into higher losses in bank consumer portfolios

world map, emerging markets and international global businesses

Emerging markets offer diverse opportunities

Demographic trends, a rising middle class and increasing domestic consumption are among the factors that make emerging markets an increasingly attractive to investors

Chart: Number of dealer firms is declining

Consolidation is main trend of past decade

The pressure on firms to evolve, invest in new technologies and keep up with ever-increasing compliance costs were the key drivers of this trend

map of canada where ontario province is pulled out

Ontario takes aim at DSC ban

New government expresses concern about CSA’s proposals

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 21, 2018
  • 10:15
keyboard with hot key for estate planning

Why it’s important to involve the children of HNWIs in estate planning

Advisors must start relationships with prospective heirs early to demonstrate why they are better than the competition

Creative differences

Self-employed artists - such as sculptors, painters, musicians and actors - face special financial planning challenges, from retirement planning to taxes

Four ways to effect change

Why do so many advisors postpone making meaningful modifications to the way they work until they begin losing clients? Here are some steps you can…

Tech Tips: Can you ditch your laptop?

Early tablets were designed to consume information, not to produce it. Now, vendors are offering up tablets as complete replacements that are able to keep…