Mutual fund advisors get access to platform-traded funds
NEO Connect and Univeris partner to expand platform to mutual fund dealers
- April 19, 2018 April 19, 2018
- 17:30
Top stories
MFDA seeks input on expanding cost reporting
The self-regulatory organization hopes to spark a discussion on mutual fund cost reporting
- April 19, 2018 April 19, 2018
- 15:15
Enhanced advisor expertise key to investor satisfaction
Investors rated three characteristics of advisor education programs as particularly important
- April 19, 2018 April 19, 2018
- 16:30
Longevity beginning to change investor behavior
More high-net worth investors expect they will live to 100
- By: James Langton
- April 19, 2018 April 19, 2018
- 11:30
Enhanced advisor expertise key to investor satisfaction
Investors rated three characteristics of advisor education programs as particularly important
- By: James Langton
- April 19, 2018 April 19, 2018
- 16:30
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
- By: Fiona Collie
- April 19, 2018 April 19, 2018
- 10:30
Financial firms earn perfect score for LGBT diversity
Index identifies companies listed on the S&P/TSX composite index that promote diversity and inclusion
- By: Leah Golob
- April 19, 2018 April 19, 2018
- 15:45
Registration opens for Biggest Winner trading competition
The competition allows investors to virtually trade ETFs in a number of different asset classes and investment strategies
- April 19, 2018 April 19, 2018
- 14:30
SEC proposes best interest rule
The U.S. regulator has also proposed introducing a mandatory new disclosure document that sets out the terms of advisory relationships
- By: James Langton
- April 19, 2018 April 19, 2018
- 10:15
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
Regulators’ Report Card
Regulators focus on fintech
Provincial regulators were recognized for facilitating fintech, but some survey participants still had concerns
- By: Fiona Collie
- March 29, 2018 April 18, 2018
- 00:15
Brand Knowledge
Welcome to the drawdown era
How advisors can prepare their practices for the mass decumulation of Boomer assets
- By: TD Asset Management
- April 3, 2018 April 12, 2018
- 13:02
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
- By: Armina Ligaya, Guillaume Poulin-Goyer
- April 11, 2018 April 11, 2018
- 17:05
IFSE Institute introduces career tool
Career Pathways aims to help financial services professionals just starting out or looking to advance in their careers
- By: Leah Golob
- April 11, 2018 April 11, 2018
- 15:15
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
- By: Craig Wong
- April 10, 2018 April 9, 2018
- 06:00
From the current issue
Brand Knowledge
Welcome to the drawdown era
- By: TD Asset Management
- April 3, 2018 April 12, 2018
- 13:02