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Businessman analysis the stockmarket on labtop Stock Market Investment Online

TSX posts modest gain

U.S. markets finish mixed

The Buildings and Skyline of Ottawa

New chief executive for CDIC

Financial industry veteran Peter Routledge appointed for five-year term

  • By: IE Staff
  • October 19, 2018 October 19, 2018
  • 14:45
illustration of world equity indices

Canadian advisors bullish on stocks in Q4

Advisors are mixed on cannabis investing

Maintaining Profits economic growth chart businessmen illustration

Annual pace of inflation slowed to 2.2% in September

Inflation report comes ahead of the Bank of Canada’s interest rate decision next week

  • By: Craig Wong
  • October 19, 2018 October 19, 2018
  • 11:50
Judge gavel, scales of justice and law books in court

Repeat offender sentenced to jail

Ontario woman guilty of selling fraudulent promissory notes

Fintech Investment abstract concept with business people on stock market background

SEC launches new strategic fintech hub

The innovation hub replaces a number of SEC working groups

senior couple sitting at table with financial advisor

Clients have spoken — and regulators should listen

IFIC’s recent Canadian Mutual Fund Investor Survey found that investors are very satisfied with their advisors and prefer to pay their fees indirectly

Investment Execuitve Mid-October 2018 page 10

Newsmaker: A home for independent advisors

Stéphane Dulude will be drawing on his experience to help Peak Financial Group expand its footprint outside Quebec

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 19, 2018 October 19, 2018
  • 14:00
mature couple at home meeting with financial advisor

Handling passive-investment rules

Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients

Financial planning aids asset retention: report

U.S. advisors are increasingly using financial planning to build trust with clients

Echelon Wealth appoints chief client officer

Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath

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