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Gavel and legal books

MFDA bans P.E.I. advisor

Mutual fund advisor misappropriated $37,000 received from two clients to purchase investments for their TFSAs

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MFDA seeks input on expanding cost reporting

The self-regulatory organization hopes to spark a discussion on mutual fund cost reporting

Contnuing education concept: pixelated words continuing education on digital background, 3d render

Enhanced advisor expertise key to investor satisfaction

Investors rated three characteristics of advisor education programs as particularly important

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Ottawa’s new privacy rules give businesses flexibility on data breach reporting

New regulations for the Personal Information Protection and Electronic Documents Act take effect Nov. 1

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Longevity beginning to change investor behavior

More high-net worth investors expect they will live to 100

Contnuing education concept: pixelated words continuing education on digital background, 3d render

Enhanced advisor expertise key to investor satisfaction

Investors rated three characteristics of advisor education programs as particularly important

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
  • April 3, 2018 April 3, 2018
  • 12:55
xhausted businessman dragging heavy chains

Slideshow: Regulators’ ratings in the past decade

While some of the regulators have seen their ratings remain stable, others have had wild swings in theirs

Many hands choosing cryptocurrency coins from box labeled ICO

Cryptogiving.ca matches digital currency donors with charities

Dozens of Canadian charities are currently accepting or moving to accept cryptocurrency donations

Nearly half of existing mortgages face renewal in 2018: report

The increase in renewals comes as mortgage rates have been rising

IFSE Institute introduces career tool

Career Pathways aims to help financial services professionals just starting out or looking to advance in their careers

Reducing debt or investing a tax refund depends on your client’s situation

The choice between saving or reducing debt has become an increasingly important decision