Top stories
Three stuffed money bags
upclose stock market arrows green and red

Toronto, U.S. markets end higher

Loonie moves up

  • By: Ian Bickis
  • August 14, 2018 August 14, 2018
  • 17:25
guidelines and regulations binders

IIROC suspends guidance on trailer fees paid to discount brokers

The move is intended to reduce regulatory uncertainty following the CSA’s plan to propose rule changes

dominican republic flag on the beach

Scotiabank to acquire bank in Dominican Republic

The deal for Banco Dominicano del Progreso will double Scotiabank’s customer base in the country

Bank skyscrapers in downtown Toronto

Reduction in credit card transaction fees will reduce revenues for Canadian banks: Moody’s

The voluntary agreement will have a relatively larger effect on RBC

hand drawing creative business strategy with light bulb as concept

IA Financial chooses Pierre Miron to lead IT strategy

The appointment is in keeping with the company’s major shift to digital

  • By: IE Staff
  • August 13, 2018 August 13, 2018
  • 14:15

Fiera announces upcoming manager and subadvisor change for infrastructure bond fund

No changes to the investment objectives of the fund

  • By: IE Staff
  • August 14, 2018 August 14, 2018
  • 10:15
Toronto skyline from center island

RBCGAM hires head of real estate equity investments

Appointment expands private markets business

  • By: IE Staff
  • August 13, 2018 August 13, 2018
  • 11:30
yes or no insurance pencil form

Insurance leads to better view of advice

Recent research reveals that clients who have life insurance place more value on the advice they receive and are more loyal

Business team with thumbs up

Slideshow: Insurance advisors keen to recommend their agencies

Although the majority of insurance agencies received strong recommendations, there were a few that declined, in advisors’ eyes, this year

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
  • August 13, 2018 August 13, 2018
  • 12:00
Canadian money in the black wallet

Trust betrayed

Regulators and dealer firms have been slow to come up with a clear process for financial advisors to handle suspected cases of elder financial abuse.…

Tech tips: Get more from social media

Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…

IFIC expands Vulnerable Investors Resource Centre

New advisor materials on capacity and decision making now available

DTC: Opening doors

Qualifying for the disability tax credit is key to receiving several valuable government benefits. Here's what you and your clients need to know about this…