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Harbourfront acquires Vertex One’s private wealth division

The deal is expected to “boost Harbourfront’s already growing asset base”

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A strong start to a new decade

The industry's top-line growth has continued steadily since 2014

Beautiful caucasian elderly couple in the park in autumn

Gains in lifespan, health not equal: StatsCan study

High-income, better-educated Canadians live longer, healthier lives


Former fund rep fined, banned by MFDA panel

Allegations include improper personal financial dealings and misleading investigators

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CEOs got a pass in 2019, but they need to grow profits soon

Analysts forecast a fourth straight quarter of falling profits

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Phase-one deal eases, but doesn’t end, trade tensions: Fitch

The U.S-China deal underpins the rating agency's global outlook, but uncertainty lingers

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HELOC borrowing fizzles

Growth in home equity lines of credit contracted in November

  • By: IE Staff
  • January 16, 2020 January 16, 2020
  • 13:46
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It’s official: IOSCO recommends synchronizing watches

The group first proposed adopting UTC to enhance market oversight back in September

Businessman progress strategy calculations Mixed media

Developing a digital greenback

Former CFTC head Chris Giancarlo is spearheading an effort to launch a digital U.S. currency

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Fed banks optimistic about 2020

The U.S. central bank's first 2020 beige book carries same upbeat message as its late-December forecasts

  • By: Katie Keir
  • January 15, 2020 January 15, 2020
  • 16:58
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CSA provides guidance on crypto trading

Regulators set out when trading platforms are subject to securities law

stage curtain

Kendra Kaake joins SEI Investments Canada

Kaake will serve as director of investment strategy for the firm's institutional group

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Confident consumers lift U.S. retail sales in December

After a slow start to the holiday shopping season, sales rose 0.3% in December

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
Rear view of traffic jam with breaklights showing

Positioning portfolios for a slowdown

Should clients stay the course, exit the market or review their asset mix?

Mummification or being launched into space? Burial options for your client

A report looks at options ranging from plastination to being planted as a tree

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