OSC roots out millions in compliance cost savings
New report sets out 107 recommendations aimed at easing the regulatory burden
- November 19, 2019 November 19, 2019
- 13:36
Top stories
Is it time to invest with more emotion?
RIA CEO says it’s time to invest "like we give a damn" at the launch of the Institute for Sustainable Finance
- November 20, 2019 November 20, 2019
- 12:50
Bill Morneau returns as finance minister — and gets an associate
Mona Fortier becomes minister of middle class prosperity and associate finance minister
- November 20, 2019 November 20, 2019
- 14:13
Defending retail investors drove SEC enforcement in 2019
SEC also enjoyed a record level of co-operation in its enforcement efforts
- By: James Langton
- November 20, 2019 November 20, 2019
- 12:27
Fed minutes: Officials felt 3 cuts this year could be enough
Economists expect the Federal Reserve to remain in a holding pattern for now
- By: Martin Crutsinger, The Associated Press
- November 20, 2019 November 20, 2019
- 15:45
Global ETF assets surpass $6T
In each of the last four years, global ETF growth has resulted in new trillion-dollar highs
- By: Maddie Johnson
- November 20, 2019 November 20, 2019
- 14:17
New association aims to elevate financial planning
The Financial Planning Association of Canada launched on Tuesday
- By: Maddie Johnson
- November 19, 2019 November 19, 2019
- 13:33
FCA sanctions firm for closet indexing
Retail investors allegedly paid fees for active management they did not receive
- By: James Langton
- November 20, 2019 November 20, 2019
- 12:45
Economic uncertainty supports a long-view investing approach: UBS
New winners and losers could change capital allocation decisions
- By: James Langton
- November 20, 2019 November 20, 2019
- 11:49
Tougher 2020 for Canadian banks, but outlook stable, Fitch says
Tech giants such as Google and Amazon may present a greater threat to banks than fintech
- By: James Langton
- November 20, 2019 November 20, 2019
- 10:54
Lack of financial literacy leaves physicians fretting
MD Financial finds two-thirds of Canadian physicians are stressed about making important financial decisions
- By: Maddie Johnson
- November 20, 2019 November 20, 2019
- 11:11
Working Canadians worried about a comfortable retirement
The latest Sun Life Barometer found 72% of Canadians aren’t living the retirement they expected
- By: IE Staff
- November 19, 2019 November 19, 2019
- 13:59
Hedge fund trader sentenced in mismarking case
A 40-month prison sentence "underscores the seriousness" of the crimes, lawyer says
- By: James Langton
- November 19, 2019 November 19, 2019
- 16:23
StatsCan reports annual pace of inflation held steady at 1.9% in October
The results were in line with expectations
- By: Canadian Press
- November 20, 2019 November 20, 2019
- 10:23
Finding the right alternative strategy for a downturn
Some strategies generate their best returns during market meltdowns, report says
- By: Mark Burgess
- November 18, 2019 November 18, 2019
- 13:15
iA Financial expands seg fund lineup
New offerings include three specialty funds and two U.S. equity funds
- By: IE Staff
- November 19, 2019 November 19, 2019
- 13:48
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
- By: IE Staff
- October 23, 2019 November 14, 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 17, 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
