IFB launches new AML/ATF course for life licensed advisors
Course helps independent advisors create and maintain a FINTRAC compliance regime
- June 18, 2018 June 18, 2018
- 10:30
Top stories
Ben Cheng to pay $400,000 in Amaya insider tipping settlement
Former Aston Hill fund manager agrees to testify as a witness for the OSC
- June 15, 2018 June 15, 2018
- 15:25
PlanPlus honours winners of the third annual Canada Financial Planning Awards
Paul Tyers, Jason Pereira and Sterling Rempel were recognized at the CIFPs annual conference in Halifax
- June 15, 2018 June 15, 2018
- 14:00
CSA urges Canadians to watch for signs of financial abuse of older Canadians
The effects of financial abuse frequently go well beyond the pocketbook
- By: IE Staff
- June 18, 2018 June 18, 2018
- 06:00
Five things to watch for in Canadian business
Inflation report coming on Friday
- By: Canadian Press
- June 17, 2018 June 17, 2018
- 10:00
CUPW calls for postal banking
Postal banking services would provide underserved communities with greater access to affordable financial services
- By: Rudy Mezzetta
- June 15, 2018 June 15, 2018
- 12:40
Revenue growth continues for Canada’s big banks: DBRS
The banks’ improved results reflected growth across most business segments
- By: James Langton
- June 15, 2018 June 15, 2018
- 15:47
Unitholders approve change to Horizons robotics ETF
The ETFs underlying index, ticker symbol and management fee will change on June 29
- By: IE Staff
- June 15, 2018 June 15, 2018
- 11:19
The biggest challenge advisors may face is managing clients’ emotional reactions
Advisors see a tough road ahead of them in helping clients prepare for financial obstacles
- By: Leah Golob
- June 14, 2018 June 14, 2018
- 11:30
Slideshow: How a dealer’s ratings and advisors’ recommendations correlate
For the most part, advisors would recommend their firm to another advisor. But changes at a dealer impact both these recommendations and a firm’s rating
- By: Fiona Collie
- June 13, 2018 June 13, 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 15, 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 15, 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 15, 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