Top stories
Asian senior father and adult son at home. Family living lifestyle.

Different demographics require different approaches

Tips on how advisors can best serve millennials and seniors

Cheerful young carpenter discussing order details with her customer on smartphone and taking necessary notes, interior of spacious workshop on background

Canadians want feds to do more for small businesses: CFIB

Poll finds Canadians “stand firmly behind small businesses”

Beautiful caucasian elderly couple in the park in autumn

Value of advice more important as Canadians near retirement: study

Two thirds of Canadians say they want to know more about the logistics of their retirement

stock market pricing abstract

TSX and Dow hit record high as investors shrug off trade troubles

S&P/TSX composite index closed up 48.61 points on Wednesday

Oil well with the pump jack in action. Alberta

Climate risk a growing concern for central banks, TD reports

Expertise is needed to develop climate-related data analysis and modelling frameworks

business people standing in line under a magnifying glass

Tougher scrutiny for “risky” syndicated mortgages

Regulator says it's "committed to strengthening" investor protection

man opening curtain to reveal something

ISS unveils proxy voting guidelines for 2020

New benchmark policies apply for shareholder meetings that take place after Feb. 1, 2020

vintage brass telescope on old antique map

Tax firm partners with legal tech provider to offer TOSI Navigator

The tax on split income rules are viewed as highly complex

  • By: IE Staff
  • November 12, 2019 November 8, 2019
  • 09:01
Growth red graph over golden coins stacks over white

Home Capital reports Q3 profit up from year ago, mortgage originations up

The mortgage lender reported a profit of $39 million in the third quarter

Federal Hall with Washington Statue on the front, wall street, Manhattan, New York City

Fed’s Powell sees steady growth, signals pause in rate cuts

The Fed cut short-term rates last month for the third time this year

cannabis plant

Cannabis sector conflicts prompt CSA action

The regulator issued new guidance on Tuesday aimed at enhancing disclosure provided by cannabis companies

Closeup of woman hand holding a fuel pump at a station.

U.S. consumer prices up 0.4% in October; gasoline prices surge

Overall consumer prices rose 1.8% over the past year

Female tax inspector looking at corporate financial documents with magnifying glass

CRA found $1.2B by auditing small, medium businesses last year

Figures disclosed at the Ontario Tax Conference held in October

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
  • October 23, 2019 November 13, 2019
  • 10:30
Asian senior father and adult son at home. Family living lifestyle.

Different demographics require different approaches

Tips on how advisors can best serve millennials and seniors

Insights from an audit of a referral business

CSA reforms on referral arrangements have been put on the back burner — for now

How to give advice that sticks

Knowing your client’s mindset — and your own — can help you tailor advice

Potential effects of the new degree requirement for CFPs

A degree will be required to earn the "Certified Financial Planner" designation, effective April 2022