Millennials don’t seek professional advice when they receive an inheritance
Nearly half of those who have already inherited wish they had sought financial help
- August 14, 2018 August 14, 2018
- 11:30
Top stories
OSFI announces compliance deadlines for bank word restrictions
Amendments will permit regulated non-bank institutions to use “generic bank terms”
- August 14, 2018 August 14, 2018
- 16:30
MFDA bans former missing advisor
Harold Backer induced clients to invest in non-existent mutual funds
- August 13, 2018 August 13, 2018
- 17:40
Toronto, U.S. markets end higher
Loonie moves up
- By: Ian Bickis
- August 14, 2018 August 14, 2018
- 17:25
IIROC suspends guidance on trailer fees paid to discount brokers
The move is intended to reduce regulatory uncertainty following the CSA’s plan to propose rule changes
- By: James Langton
- August 14, 2018 August 14, 2018
- 17:10
Scotiabank to acquire bank in Dominican Republic
The deal for Banco Dominicano del Progreso will double Scotiabank’s customer base in the country
- By: Canadian Press
- August 14, 2018 August 14, 2018
- 09:45
Reduction in credit card transaction fees will reduce revenues for Canadian banks: Moody’s
The voluntary agreement will have a relatively larger effect on RBC
- By: James Langton
- August 13, 2018 August 13, 2018
- 15:00
IA Financial chooses Pierre Miron to lead IT strategy
The appointment is in keeping with the company’s major shift to digital
- By: IE Staff
- August 13, 2018 August 13, 2018
- 14:15
Products
Fiera announces upcoming manager and subadvisor change for infrastructure bond fund
No changes to the investment objectives of the fund
- By: IE Staff
- August 14, 2018 August 14, 2018
- 10:15
RBCGAM hires head of real estate equity investments
Appointment expands private markets business
- By: IE Staff
- August 13, 2018 August 13, 2018
- 11:30
Insurance leads to better view of advice
Recent research reveals that clients who have life insurance place more value on the advice they receive and are more loyal
- By: Rudy Mezzetta
- July 27, 2018 July 27, 2018
- 00:19
Slideshow: Insurance advisors keen to recommend their agencies
Although the majority of insurance agencies received strong recommendations, there were a few that declined, in advisors’ eyes, this year
- By: Fiona Collie
- August 7, 2018 August 7, 2018
- 10:30
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
- By: IE Staff
- August 13, 2018 August 13, 2018
- 12:00
Trust betrayed
Regulators and dealer firms have been slow to come up with a clear process for financial advisors to handle suspected cases of elder financial abuse.…
Tech tips: Get more from social media
Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…
- By: Danny Bradbury
- July 27, 2018 August 14, 2018
- 00:09
IFIC expands Vulnerable Investors Resource Centre
New advisor materials on capacity and decision making now available
- By: Leah Golob
- July 5, 2018 August 14, 2018
- 14:00
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 August 14, 2018
- 00:04
