Fund rep banned for thwarting MFDA investigation
The former rep was being investigated for allegedly liquidating his father's investment accounts
- November 13, 2019 November 13, 2019
- 11:49
Top stories
What’s next for title reform in Ontario
Details are few, but flexibility is a key theme
- November 13, 2019 November 13, 2019
- 12:50
Hedge funds out, PE in, survey finds
Investors' appetites for environmentally sensitive alternatives is growing, EY finds
- November 13, 2019 November 13, 2019
- 12:33
Different demographics require different approaches
Tips on how advisors can best serve millennials and seniors
- By: Michelle Schriver
- November 13, 2019 November 13, 2019
- 16:42
Canadians want feds to do more for small businesses: CFIB
Poll finds Canadians “stand firmly behind small businesses”
- By: Maddie Johnson
- November 13, 2019 November 13, 2019
- 14:11
Value of advice more important as Canadians near retirement: study
Two thirds of Canadians say they want to know more about the logistics of their retirement
- By: Maddie Johnson
- November 13, 2019 November 13, 2019
- 13:24
TSX and Dow hit record high as investors shrug off trade troubles
S&P/TSX composite index closed up 48.61 points on Wednesday
- By: Canadian Press
- November 13, 2019 November 13, 2019
- 16:26
Climate risk a growing concern for central banks, TD reports
Expertise is needed to develop climate-related data analysis and modelling frameworks
- By: James Langton
- November 13, 2019 November 13, 2019
- 14:33
Tougher scrutiny for “risky” syndicated mortgages
Regulator says it's "committed to strengthening" investor protection
- By: James Langton
- November 12, 2019 November 13, 2019
- 16:16
ISS unveils proxy voting guidelines for 2020
New benchmark policies apply for shareholder meetings that take place after Feb. 1, 2020
- By: James Langton
- November 13, 2019 November 13, 2019
- 15:06
Tax firm partners with legal tech provider to offer TOSI Navigator
The tax on split income rules are viewed as highly complex
- By: IE Staff
- November 12, 2019 November 8, 2019
- 09:01
Home Capital reports Q3 profit up from year ago, mortgage originations up
The mortgage lender reported a profit of $39 million in the third quarter
- By: Canadian Press
- November 13, 2019 November 13, 2019
- 10:41
Fed’s Powell sees steady growth, signals pause in rate cuts
The Fed cut short-term rates last month for the third time this year
- By: Christopher Rugaber, Associated Press
- November 13, 2019 November 13, 2019
- 10:50
Cannabis sector conflicts prompt CSA action
The regulator issued new guidance on Tuesday aimed at enhancing disclosure provided by cannabis companies
- By: James Langton
- November 12, 2019 November 13, 2019
- 11:09
U.S. consumer prices up 0.4% in October; gasoline prices surge
Overall consumer prices rose 1.8% over the past year
- By: Paul Wiseman, Associated Press
- November 13, 2019 November 13, 2019
- 10:45
CRA found $1.2B by auditing small, medium businesses last year
Figures disclosed at the Ontario Tax Conference held in October
- By: Rudy Mezzetta
- November 11, 2019 November 12, 2019
- 12:34
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
- By: IE Staff
- October 23, 2019 November 13, 2019
- 10:30
Different demographics require different approaches
Tips on how advisors can best serve millennials and seniors
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 11, 2019
- 15:13
Potential effects of the new degree requirement for CFPs
A degree will be required to earn the "Certified Financial Planner" designation, effective April 2022
- By: Michelle Schriver
- August 26, 2019 October 31, 2019
- 15:36
Partner Reports
Community Champion: Sylvain Lemieux
- By: Financial Horizons Group
- November 4, 2019 November 10, 2019
- 14:34