No better time for in-kind donations
Surging markets and charities in need create a planning opportunity
- December 6, 2021 December 6, 2021
- 09:00
Top stories
Climate risk, diversity top proxy issues for 2022
ISS unveiled its voting advice changes for next year's proxy season
- December 7, 2021 December 7, 2021
- 17:32
CIBC to pay $125 million to settle class action lawsuit on subprime mortgage risks
Investors launched the suit in 2008 alleging that the bank misled the market
- December 7, 2021 December 7, 2021
- 13:33
Rates on hold for now, but likely not for long
Franklin Templeton experts predicted where they see inflation and interest rates going
- By: Greg Meckbach
- December 7, 2021 December 7, 2021
- 16:07
Fitch cuts forecast, citing inflation and supply chain stumbles
Global GDP call trimmed as rate hikes loom larger
- By: James Langton
- December 7, 2021 December 7, 2021
- 14:37
Jamie Coulter named CEO of Raymond James
Coulter will assume the role on Jan. 1, replacing Paul Allison
- By: IE Staff
- December 6, 2021 December 6, 2021
- 16:58
U.S. economists split on rate hike timing
Inflation, economic recovery and job market seen to be driving the Fed
- By: James Langton
- December 7, 2021 December 7, 2021
- 17:38
FCA seeks to restore trust in financial industry
The proposed rules are designed to ensure a higher standard of consumer protection
- By: James Langton
- December 7, 2021 December 7, 2021
- 14:09
Montreal real estate prices soar 21% amid lower listings in November
The median price of a single-family home reached $525,000
- By: Canadian Press
- December 7, 2021 December 7, 2021
- 15:38
IOSCO offers recommendations for developing innovation units
Sandboxes, hubs and accelerators, oh my!
- By: James Langton
- December 7, 2021 December 7, 2021
- 14:24
Statistics Canada says the merchandise trade surplus in October grew to $2.1B
Total exports grew 6.4% to a record $56.2 billion
- By: Canadian Press
- December 7, 2021 December 7, 2021
- 15:33
2022 outlook mixed amid renewed pandemic uncertainty
Economic growth for the next few years looks healthy, if bumpy
- By: Catherine Harris
- December 6, 2021 December 6, 2021
- 08:50
OSC efforts undermined by lobbying and politics, says audit
Report casts doubt on regulator’s independence
- By: James Langton
- December 3, 2021 December 6, 2021
- 13:47
Will the TFSA limit rise in 2023?
The odds are good, but the final answer won't come until November 2022
- By: Guillaume Poulin-Goyer
- December 6, 2021 December 6, 2021
- 13:16
Banks and insurers secure approval for virtual AGMs, raising participation concerns
Firms said they're looking for ways to improve the meetings
- By: Ian Bickis
- December 6, 2021 December 6, 2021
- 15:35
Canada Life launches sustainable target date funds
The seg funds look to invest in companies with strong ESG practices
- By: IE Staff
- December 7, 2021 December 7, 2021
- 13:45
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
- By: IE Staff
- November 3, 2020 November 3, 2021
- 09:00
Effective planning includes updating beneficiary designations
At FP Canada's ethics session, financial planners were urged to proactively address client changes
Tips for advisors starting the succession planning process
Thinking about retirement doesn't have to be difficult
- By: Katie Keir
- November 22, 2021 November 19, 2021
- 09:04
Practice assessment tips for advisors working on succession
An expert explains how and why to prepare details about your practice and clients
- By: Katie Keir
- November 22, 2021 November 19, 2021
- 09:02
Choosing and working with a successor for your practice
Tips for finding the right person
- By: Katie Keir
- November 22, 2021 November 19, 2021
- 09:00
Investors deserve a better dispute-resolution system