MFDA strategic plan focuses on three key priorities
The SRO is placing a high priority on embracing innovation within the investment industry in a manner that meets regulatory requirements and protects investors
- June 19, 2018 June 19, 2018
- 16:45
Top stories
SuccessFinder appoints Charles Guay as president and COO
Financial services leader joins human resources technology company
- June 20, 2018 June 20, 2018
- 12:49
Western Financial Group acquires Ontario’s Axion Insurance
Insurance services firm expands beyond Western Canada
- By: IE Staff
- June 20, 2018 June 20, 2018
- 13:50
Sun Life Financial names new human resources chief
Helena Pagano succeeds Carrie Blair
- June 20, 2018 June 20, 2018
- 10:15
IMCO appoints chief investment officer
Jean Michel will design and oversee the firm’s global investment activities
- By: IE Staff
- June 20, 2018 June 20, 2018
- 11:03
HSBC lowers risk ratings for six of its mutual funds
There are no changes to the investment objectives or strategies of the funds
- By: IE Staff
- June 20, 2018 June 20, 2018
- 09:15
Growing wealth among HNW not translating into satisfaction
Although global high net-worth individuals’ wealth surpassed US$70 trillion for the first time, only 55.5% said they connected very well with their wealth managers
- By: IE Staff
- June 19, 2018 June 19, 2018
- 12:00
Manulife introduces new whole life product and AI underwriting algorithm
Manulife Par is designed for clients who have maximized non-registered and registered savings options
- By: IE Staff
- June 19, 2018 June 19, 2018
- 15:00
Slideshow: Comparing each dealer’s average advisor
Although the average advisor saw modest improvements in AUM and productivity, the increases among some firms’ advisors were dramatic
- By: James Langton
- June 6, 2018 June 6, 2018
- 10:00
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
- By: IE Staff
- June 8, 2018 June 14, 2018
- 12:00
Have an “unplugged” vacation
Taking a break from contact with the office is essential to getting rested and recharged
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 20, 2018
- 10:30
“Transitional quality” a key factor in selling your book of business
The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary…
- By: donalee Moulton
- June 12, 2018 June 20, 2018
- 15:56
Gig economy increasingly important to post-retirement clients
Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes
- By: donalee Moulton
- June 12, 2018 June 20, 2018
- 10:30
Brand Knowledge
Unlocking the potential of smart beta for your clients
- By: BMO Global Asset Management
- March 9, 2018 March 9, 2018
- 10:00