Exempt IIROC, MFDA firms from title rules: IIAC
Industry raises concerns with proposed standards for advisor, planner titles
- October 27, 2020 October 27, 2020
- 12:12
Top stories
Investment approaches to continued uncertainty
Panellists at the Toronto Global Forum share how they’re navigating Covid-19
- October 27, 2020 October 27, 2020
- 12:20
Many worry about precarious finances amid second wave
A pair of surveys examined how Canadians are faring financially during the pandemic
- October 27, 2020 October 27, 2020
- 12:43
Government help during Covid-19: a summary
Let clients know about available assistance
- By: IE Staff
- October 26, 2020 October 26, 2020
- 11:00
Survey finds Canadians aren’t sure how much they’ll need for retirement
Working Canadians have relatively low knowledge about financial topics, according to a Mackenzie survey
- By: IE Staff
- October 27, 2020 October 27, 2020
- 13:26
Understanding new Covid benefits can be a taxing process
Your clients may need to set aside funds to cover a potential tax bill in April
- By: Jamie Golombek
- October 23, 2020 October 23, 2020
- 17:02
TD launches financial planning app
Investors can build portfolios of individual TD ETFs or stocks
- By: Fiona Collie
- October 27, 2020 October 27, 2020
- 11:15
New indexes align with Paris Agreement targets
MSCI launches index family enabling investors to decarbonize portfolios
- By: James Langton
- October 27, 2020 October 27, 2020
- 12:32
Federal budget update won’t have fiscal anchor, PM says
Trudeau said it would be premature to lock in a spending anchor while the country is still dealing with the pandemic
- By: Canadian Press
- October 26, 2020 October 26, 2020
- 15:08
Europe leads, Canada falters in green finance
Zurich takes top spot in global rankings, while Vancouver moves up
- By: James Langton
- October 27, 2020 October 27, 2020
- 13:56
Clients’ priorities are shifting. Are you ready?
Advisors may need to review financial plans more as the pandemic forces clients' priorities to change
- By: Mark Burgess
- October 26, 2020 October 26, 2020
- 12:08
Results improve for HSBC in Q3
The bank recorded a profit of $157 million
- By: IE Staff
- October 27, 2020 October 27, 2020
- 11:13
Ontario to release budget next month
PCs will provide "three-year outlook" to build on pandemic recovery efforts
- By: Rudy Mezzetta
- October 26, 2020 October 26, 2020
- 14:24
Fund dealers focus on middle-class investors
The average client has $75,000 in assets and is saving for retirement, an MFDA report says
- By: James Langton
- October 26, 2020 October 26, 2020
- 14:47
Time for BoC to pull back on QE, NBF suggests
The Bank of Canada is overdoing the federal bond buying, a report says
- By: James Langton
- October 26, 2020 October 26, 2020
- 12:02
Want Investment Executive delivered to your home?
Address change would be temporary until quarantine efforts are lifted
- By: IE Staff
- April 1, 2020 May 13, 2020
- 10:21
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
- By: IE Staff
- September 29, 2020 September 29, 2020
- 10:30
Get ready for new trust reporting rules
New disclosure rules come into effect in the 2021 tax year
The pandemic could affect when and how clients divorce
Lawyers explain the factors around choosing valuation dates for assets
- By: Michelle Schriver
- June 30, 2020 June 30, 2020
- 13:25
Protecting yourself from claims when clients are stressed
Dissatisfied investors may confront advisors due to poor performance
- By: Michelle Schriver
- June 10, 2020 June 10, 2020
- 09:34
To be continued
Advisory firms were forced to act quickly to deploy their business continuity plans and adapt to the challenges posed by Covid-19
- By: Greg Dalgetty
- June 5, 2020 June 10, 2020
- 00:17
