Investors Group expands RDSP investment options
New products and lower fees offer investors greater flexibility in how they manage their plans
- July 17, 2018 July 17, 2018
- 14:15
Top stories
Older homeowners value their independence
Many homeowners are feeling pressured to sell to help finance their retirement
- July 17, 2018 July 17, 2018
- 12:00
TSX, New York markets finish higher in trade tension lull
Loonie slips
- July 17, 2018 July 17, 2018
- 17:20
BCSC panel rules on IIROC panel decision
The case against Vancouver advisor Albert Tassone returns to an IIROC hearing panel
- By: James Langton
- July 17, 2018 July 17, 2018
- 17:30
Unitholders approve changes to Invesco mutual funds
Invesco Advantage Bond Fund to be renamed Invesco Active Multi-Sector Credit Fund
- By: IE Staff
- July 17, 2018 July 17, 2018
- 15:58
OSC suspends mutual fund rep for failing to pass CPH exam
The inability to successfully pass the exam after four attempts demonstrates that the rep lacks the requisite proficiency
- By: James Langton
- July 17, 2018 July 17, 2018
- 11:40
FCA consults on duty of care requirement
The goal is to improve industry conduct and ensure that firms are treating clients properly.
- By: James Langton
- July 17, 2018 July 17, 2018
- 13:00
IIAC, PMAC create standardized template for service arrangements
The draft template details the obligations of investment dealers and portfolio managers in serving shared clients
- July 16, 2018 July 16, 2018
- 14:30
Slideshow: Advisors happy to recommend their banks
During the past decade, advisors have been satisfied with the services and work environments their banks offer
- By: Fiona Collie
- July 11, 2018 July 11, 2018
- 09:30
CSA proposals will transform investment industry: Russell
Lower revenue and higher compliance costs may force smaller firms out of business and impact advisor compensation
- By: James Langton
- July 12, 2018 July 12, 2018
- 15:40
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
- By: IE Staff
- July 4, 2018 July 4, 2018
- 12:45
IFIC expands Vulnerable Investors Resource Centre
New advisor materials on capacity and decision making now available
DTC: Opening doors
Qualifying for the disability tax credit is key to receiving several valuable government benefits. Here's what you and your clients need to know about this…
- By: Rudy Mezzetta
- June 22, 2018 June 25, 2018
- 00:04
Have an “unplugged” vacation
Taking a break from contact with the office is essential to getting rested and recharged
- By: Leah Golob
- June 14, 2018 June 25, 2018
- 07:00
Current estate plans fall short for many blended families
Financial planners must work very closely with questions to ensure their complex financial and estate goals are met
- By: donalee Moulton
- June 13, 2018 June 25, 2018
- 10:30
