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Pandemic hampered Q2 earnings: Sun Life CEO

Sun Life's net income missed analysts' expectations for Q2

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Credentialing bodies move exams online

The CFA Institute and FP Canada have announced changes

  • By: IE Staff
  • August 7, 2020 August 7, 2020
  • 11:24
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Pandemic slams U.S. household formation: Fed

Impact on household numbers matches financial crisis

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IIROC sets virtual AGMs, provides hardship exemptions

IIROC to hold AGM via video conference in September

CSA allows Wealthsimple to test crypto platform

Firm gets go ahead to test regulated crypto trading in CSA sandbox

Bank ratings under Covid-19 cloud: Fitch

Global rating outlooks have plunged since pandemic hit

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AMF seeks investment products expertise

The regulator calls for industry volunteers to join advisory group

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Net income stable for CI in Q2

Redemptions were down in a quarter that saw CI acquire ownership stakes in two U.S. RIAs

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Statistics Canada says country gained 419,000 jobs in July

National unemployment rate was 10.9% in July

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US adds 1.8 million jobs in a sign that hiring has slowed

Unemployment rate fell to 10.2% in July

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Corporate boards significantly lack Black and racialized Canadians: study

Getting data on other marginalized groups is difficult

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Global firms riding robust markets, but rising credit costs loom

Market-driven businesses held up in first half

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Address change would be temporary until quarantine efforts are lifted

  • By: IE Staff
  • April 1, 2020 May 13, 2020
  • 10:21
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
  • October 23, 2019 July 22, 2020
  • 10:30
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The pandemic could affect when and how clients divorce

Lawyers explain the factors around choosing valuation dates for assets

Protecting yourself from claims when clients are stressed

Dissatisfied investors may confront advisors due to poor performance

To be continued

Advisory firms were forced to act quickly to deploy their business continuity plans and adapt to the challenges posed by Covid-19

Coach’s Forum: Make the transition to “transition coach”

Helping business-owner clients transfer their businesses can enable you to end your career on a high note