CI acquires majority stake in WealthBar
CI sees great potential in giving advisors the ability to use WealthBar’s robo-advisor service
- December 14, 2018 December 14, 2018
- 09:23
Top stories
National Bank partners with insurtech Breathe Life
Partnership will accelerate online availability of life insurance products to clients
- December 14, 2018 December 14, 2018
- 13:00
Five things to watch for in Canadian business
Inflation, GDP reports on deck; Bank of Canada business outlook coming Friday
- December 16, 2018 December 16, 2018
- 12:30
Echelon acquires Dundee Securities
Veteran advisor Les Sherman makes the switch
- By: James Langton
- December 14, 2018 December 14, 2018
- 06:00
David Cheop named CEO of the Manitoba Securities Commission
Cheop was deputy director and secretary of the commission from 1986 to 1998
- By: James Langton
- December 14, 2018 December 14, 2018
- 16:15
IFIC offers alternative to the CSA’s proposed ban on DSC mutual funds
PMAC wants CSA to leave pooled funds out of client-focused reforms
- By: IE Staff
- December 14, 2018 December 14, 2018
- 16:00
GRI appoints new president and CEO
Sonia Baxendale succeeds Richard Nesbitt in top role at Global Risk Institute in Financial Services
- By: IE Staff
- December 14, 2018 December 14, 2018
- 15:00
CRA names members of external advisory panel on service
Panel aims to help improve the experience of Canadians when they interact with the tax man
- By: IE Staff
- December 14, 2018 December 14, 2018
- 11:15
Margins rise at Canada’s credit unions: DBRS
The trend to fatter margins is expected to continue as interest rates climb
- By: James Langton
- December 14, 2018 December 14, 2018
- 11:00
From the Regulators
OSFI proposes reforms to large exposure risk management for banks
Reforms would limit banks’ exposures to a single counterparty, or closely connected groups of firms
- By: James Langton
- December 14, 2018 December 14, 2018
- 14:44
Pension wealth increased in 2017
An increase in pension contributions and strong foreign equity markets drove pension wealth growth
- By: James Langton
- December 14, 2018 December 14, 2018
- 14:25
Taking stock of emotion
Mutual Fund Manager of the Year: Mackenzie portfolio manager Philip Taller focuses on out-of-favour stocks
- By: Jade Hemeon
- November 23, 2018 November 23, 2018
- 00:21
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
- By: IE Staff
- December 7, 2018 December 7, 2018
- 08:30
Brand Knowledge
How to help clients approach global credit markets
Help clients learn about the opportunity in the global bond markets and the important role of independent research when investing in complex fixed income instruments.
- By: TD Asset Management
- November 28, 2018 November 30, 2018
- 09:30
Newly wealthy clients need help with shifting priorities
Windfall recipients intend to pay off debts and share their newly acquired wealth with friends, family and charity
FPSC unveils new FP Canada details, introduces QAFP designation
Newly created division will deliver professional education programs and other tools to prospective and existing financial planners
- November 26, 2018 November 26, 2018
- 12:56
Special thanks
The holiday season is a good time to express gratitude to your clients. Here are some tips to help ensure your event - or gift…
- By: Donalee Moulton
- November 23, 2018 December 11, 2018
- 00:12
Just say “no” to holiday stress
Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced
- By: Woodrow Pelley
- November 23, 2018 December 14, 2018
- 00:08
Inside Track
Brand Knowledge
How to start the conversation with your female clients
- By: TD Asset Management
- November 13, 2018 November 26, 2018
- 12:14
Create an actionable financial plan with your female clients
- By: TD Asset Management
- November 20, 2018 November 26, 2018
- 12:25
Partner Reports
Insured Retirement Program
- By: Manulife Bank
- December 4, 2018 December 4, 2018
- 00:38
Our global investment outlook for 2019
- By: BlackRock
- December 5, 2018 December 5, 2018
- 10:18