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Investment fund charges should be included in fee summaries: report

A report for the MFDA uses behavioural insights to recommend expanded cost reporting

think outside of the box

MFDA’s new CE regime to launch in the fall

Fund dealers' first CE cycle to kick off on Dec. 1

Tarmac and planes at the Pearson Airport in Toronto, Canada

Business travel stirs, but many road warriors stay grounded

Business travellers are a key source of revenue and profit, subsidizing other passengers

advisor-client meeting

KYP and the power of the peer

Why segmenting product shelves into peer groups can help meet regulatory challenges

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Canada’s first depositary receipts launch

The new products will give Canadian investors access to fractional shares of large tech companies

  • By: IE Staff
  • July 26, 2021 July 26, 2021
  • 13:01
United States Federal Reserve System symbol

Fed to discuss a pullback in economic aid with inflation up

The main concern is that the Fed will end up responding too late and too aggressively to high inflation

wind turbines farm on green field

Franklin Templeton adds sustainable ETFs

The two funds are managed by in-house specialty investment manager Martin Currie

  • By: IE Staff
  • July 26, 2021 July 26, 2021
  • 12:41
Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Horizontal, blurred (Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Ho

Richardson Wealth adds to tax and estate planning team

The firm announced three new hires in its Western offices

  • By: IE Staff
  • July 26, 2021 July 26, 2021
  • 11:03
Horn speaker for public relations sign symbol, vintage color - sun with blue sky

First-ever G-Corp lists on NEO Exchange

Canaccord Genuity G Ventures Corp. will focus on acquisitions in the mid-cap space

  • By: IE Staff
  • July 26, 2021 July 26, 2021
  • 11:59
45332813 - marketer's desk with analysis report ,calculator, glasses.

End of housing boom a potential risk to GDP

Residential investment has far outpaced business investment

coin stacks with letter dice - fees

FSRA proposes fees for title regulation

The model sets out how costs will be shared among credentialing bodies

finding money

Retail sales dropped 2.1% in May

Sales declined in eight of 11 subsectors, representing 65.6% of retail trade

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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
  • April 27, 2020 May 28, 2021
  • 09:00
client meeting

Losses in the time of Covid-19: Part 2

Help your business-owner clients who are disputing a tax loss with the CRA

“Light planning” could expand access to financial advice

Creating shorter or less comprehensive engagements with clients may allow advisors to serve the underserved

Losses in the time of Covid-19: Part 1

Help your business-owner clients who experienced a loss last year

You’ve got mail

How to create a great e-newsletter for your clients