Morneau told to focus on luxury tax and stock options changes
Finance minister also asked to "ensure that wealthy Canadians do not benefit from unfair tax breaks"
- December 13, 2019 December 13, 2019
- 12:35
Top stories
CSA promises SRO review for 2020
Talk of merging the SROs has surfaced repeatedly over the years
- December 12, 2019 December 12, 2019
- 10:59
Pension wealth up, but RRSPs dipped: StatsCan
CPP enjoys strongest growth rate
- December 13, 2019 December 13, 2019
- 12:54
TSX ends week higher
Crude oil rises on trade truce between U.S. and China
- By: Canadian Press
- December 13, 2019 December 13, 2019
- 16:31
Industry supports regulatory reduction in letters to CSA
The comment period ended this week on proposals to eliminate certain disclosure requirements
- By: Michelle Schriver
- December 13, 2019 December 13, 2019
- 13:22
Big Six earnings drop in 2019
Next year, earnings are expected to moderate
- By: James Langton
- December 13, 2019 December 13, 2019
- 14:14
International regulators seek to sniff out leverage risks
IOSCO to start reporting on fund leverage in 2021
- By: James Langton
- December 13, 2019 December 13, 2019
- 13:15
Many Canadians resigned to never getting out of debt
Two-thirds assume everybody is struggling with debt
- By: Maddie Johnson
- December 13, 2019 December 13, 2019
- 11:52
Ontario approves CSA’s client-focused reforms
Amendments include changes to suitability, know-your-client, conflict of interest and disclosure provisions
- By: James Langton
- December 12, 2019 December 12, 2019
- 14:25
Wellington-Altus adds new business line with acquisition of TriVest Wealth
The firm has added an ICPM business division with the creation of its Private Counsel subsidiary
- By: IE Staff
- December 11, 2019 December 11, 2019
- 11:50
Household debts rise in Q3, StatsCan reports
Debt-to-income ratios climbs again
- By: James Langton
- December 13, 2019 December 13, 2019
- 12:33
Canadian insurers’ outlook stable for 2020: Moody’s
Economy to support insurers' growth, rating outlook
- By: James Langton
- December 13, 2019 December 13, 2019
- 12:21
FMFD unveils board members for 2020
The board includes members from FundEX, Sterling Mutuals and Aviso Wealth
- By: IE Staff
- December 13, 2019 December 13, 2019
- 10:00
Scott Gordon joins Manulife Investment Management
He previously served as an executive director at Starlight Investments
- By: IE Staff
- December 13, 2019 December 13, 2019
- 11:01
Climate disclosure not good enough, global investment pros say
Overwhelming majority of sustainable investment professionals said the TCFD recommendations are helpful
- By: Maddie Johnson
- December 12, 2019 December 12, 2019
- 13:20
Many U.S. investors in the dark on fees, performance: Report
Two-thirds of survey respondents failed basic quiz on investing
- By: James Langton
- December 12, 2019 December 12, 2019
- 15:47
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
- By: IE Staff
- October 23, 2019 November 28, 2019
- 10:30
How to prioritize the time you spend with clients
Segmenting your book can help you serve clients better
Different demographics require different approaches
Tips on how advisors can best serve millennials and seniors
- By: Michelle Schriver
- November 13, 2019 November 17, 2019
- 16:42
Insights from an audit of a referral business
CSA reforms on referral arrangements have been put on the back burner — for now
- By: Michelle Schriver
- October 31, 2019 October 31, 2019
- 10:36
How to give advice that sticks
Knowing your client’s mindset — and your own — can help you tailor advice
- By: Greg Dalgetty
- October 2, 2019 November 17, 2019
- 15:13
