Top stories

TSX ends week higher

Crude oil rises on trade truce between U.S. and China

guidelines and regulations binders

Industry supports regulatory reduction in letters to CSA

The comment period ended this week on proposals to eliminate certain disclosure requirements

TD, CIBC, BMO and other skyscrapers in Toronto in spring

Big Six earnings drop in 2019

Next year, earnings are expected to moderate

world map, emerging markets and international global businesses

International regulators seek to sniff out leverage risks

IOSCO to start reporting on fund leverage in 2021

Businessman drowning in the sea and asks for help

Many Canadians resigned to never getting out of debt

Two-thirds assume everybody is struggling with debt

Stacked white books on rules and regulations

Ontario approves CSA’s client-focused reforms

Amendments include changes to suitability, know-your-client, conflict of interest and disclosure provisions

Close of businesswoman making announcement in paper trumpet

Wellington-Altus adds new business line with acquisition of TriVest Wealth

The firm has added an ICPM business division with the creation of its Private Counsel subsidiary

  • By: IE Staff
  • December 11, 2019 December 11, 2019
  • 11:50
Businessman drowning in the sea and asks for help

Household debts rise in Q3, StatsCan reports

Debt-to-income ratios climbs again

businessman searching with binoculars

Canadian insurers’ outlook stable for 2020: Moody’s

Economy to support insurers' growth, rating outlook

Close up of Business people shaking hands, finishing up meeting, business etiquette, congratulation, merger and acquisition concept

FMFD unveils board members for 2020

The board includes members from FundEX, Sterling Mutuals and Aviso Wealth

  • By: IE Staff
  • December 13, 2019 December 13, 2019
  • 10:00
Horn speaker for public relations sign symbol, vintage color - sun with blue sky

Scott Gordon joins Manulife Investment Management

He previously served as an executive director at Starlight Investments

  • By: IE Staff
  • December 13, 2019 December 13, 2019
  • 11:01
Sustainable world concept

Climate disclosure not good enough, global investment pros say

Overwhelming majority of sustainable investment professionals said the TCFD recommendations are helpful

Rear view of a business woman math problems calculations black chalk board

Many U.S. investors in the dark on fees, performance: Report

Two-thirds of survey respondents failed basic quiz on investing

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
  • October 23, 2019 November 28, 2019
  • 10:30
businesswoman thinking

How to prioritize the time you spend with clients

Segmenting your book can help you serve clients better

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

How to give advice that sticks

Knowing your client’s mindset — and your own — can help you tailor advice