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Stock market two boxing gloves with arrows with bull and bear

Bombardier weighs on TSX

Dow posts triple-digit loss

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CIBC AM to terminate resource fund

Small asset size deals blow to Renaissance Global Resource Fund

  • By: IE Staff
  • April 25, 2019 April 25, 2019
  • 17:00
hand painting symbols of alternative energy sources in green

RI continues to grow in Canada: Desjardins

The firm has partnered with the Responsible Investment Association to provide training to 500 RI advisors

  • By: IE Staff
  • April 25, 2019 April 25, 2019
  • 12:30
checking stock market data on a mobile device

RBC adds AI-powered budgeting feature to mobile app

NOMI Budgets analyzes client data and makes budgeting recommendations

  • By: IE Staff
  • April 25, 2019 April 25, 2019
  • 11:25
businessman hand working computer and business strategy concept

Canadian mining industry sees positive start to 2019

Gold production and exploration spending are on the rise

  • By: IE Staff
  • April 25, 2019 April 25, 2019
  • 10:20
loseup portrait senior man protecting a piggy bank

NASAA warns investors about cross-selling risks

An alert says the sales tactic can take advantage of clients

10084982 - white piggy bank with change canadian scattered around

Bank of Canada holds interest rate, drops growth forecast for 2019

But the central bank predicted the economy would pick up in the second quarter

42250157 - business investment opportunities on a global scale

Global VC market powered by smaller deals in Q1

Low-value deals accounted for more than three-quarters of global VC activity

High angle view of mallet eyeglasses legal book in courtroom

Proposed class action alleges RBC Insurance, Aviva shortchanged commissioned employees

Allegations involve improper calculations of vacation and public holiday pay

  • By: IE Staff
  • April 23, 2019 April 23, 2019
  • 13:06
businessman hand working computer and business strategy concept

Amid a weaker loonie and strong M&A activity, cross-border investment surged in 2018, StatsCan reports

Canadian direct investment abroad jumped by 10.4% to $1.3 trillion in 2018

fintech and blockchain icons on financial technology background

FINRA launches unit to focus on industry innovation

The Office of Financial Innovation will lead the SRO's handling of fintech-related issues

wind turbines farm on green field

RBC issues first green bond

Proceeds will fund renewable energy, green building projects

  • By: IE Staff
  • April 24, 2019 April 24, 2019
  • 14:21
economic growth gdp growth domestic product money stack chart

TD Asset Management launches alternative investment funds for HNW clients

Funds are available exclusively to TD's Private Wealth Management clients

  • By: IE Staff
  • April 24, 2019 April 24, 2019
  • 12:42
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 18, 2019 April 18, 2019
  • 10:30
Female advisor meeting with male client at hotel lobby

The budget and your clients

Feds create new annuity options, enhance Homebuyers’ Plan

Tech Tips: Tax software for your clients

Help your clients navigate a wide selection of tax preparation products to find the right one for their needs - and their device

Your clients should feel valued

Clients often feel unimportant because of advisors' failure to manage the experience

After the rush: Post-RRSP reviews

Now that the contribution deadline has passed, this is a good time to review your clients' changing needs