Family office investment performance more than doubles: report
Slow progress on preparing for looming wealth transfer
- September 25, 2018 September 25, 2018
- 17:00
Top stories
Fellow of FPSC 2018 nomination results announced
An investment industry veteran and a respected academic are recognized for their contributions to financial planning
- September 25, 2018 September 25, 2018
- 15:00
Canadian market for green bonds poised for growth
Canada’s green bonds often trade at a premium in the secondary markets
- September 25, 2018 September 25, 2018
- 12:00
Manulife announces $400,000 AI partnership with UWaterloo
In addition to funding research, the partnership will help build the next generation of intelligent systems
- By: IE Staff
- September 25, 2018 September 25, 2018
- 15:30
IIROC fines CIBCWM and B.C. branch manager for failing to supervise advisor
The advisor later admitted to making unsuitable recommendations to clients
- By: James Langton
- September 25, 2018 September 25, 2018
- 16:15
TSX falls despite higher crude and metals prices
U.S. markets finish mixed
- By: Ross Marowits
- September 25, 2018 September 25, 2018
- 17:05
IPC introduces Essentials ETF portfolios
The new portfolios, managed by Counsel Portfolio Services, are intended for investors across the wealth spectrum
- By: Anne-Marie Vettorel
- September 25, 2018 September 25, 2018
- 13:30
Philanthropic Foundations Canada announces search for new CEO
Hilary Pearson plans to leave the organization in 2019
- By: Anne-Marie Vettorel
- September 25, 2018 September 25, 2018
- 11:00
Trade risks would compound Canadian banks’ exposure to consumer debt: Fitch
Additional tariffs would weaken labour and housing markets and could translate into higher losses in bank consumer portfolios
- By: James Langton
- September 25, 2018 September 25, 2018
- 17:20
Emerging markets offer diverse opportunities
Demographic trends, a rising middle class and increasing domestic consumption are among the factors that make emerging markets an increasingly attractive to investors
- By: Lakhan Dwarka
- September 25, 2018 September 25, 2018
- 10:05
Consolidation is main trend of past decade
The pressure on firms to evolve, invest in new technologies and keep up with ever-increasing compliance costs were the key drivers of this trend
- By: Rudy Mezzetta
- September 21, 2018 September 21, 2018
- 00:16
Ontario takes aim at DSC ban
New government expresses concern about CSA’s proposals
- By: James Langton
- September 21, 2018 September 21, 2018
- 00:24
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
- By: IE Staff
- August 28, 2018 September 21, 2018
- 10:15
Why it’s important to involve the children of HNWIs in estate planning
Advisors must start relationships with prospective heirs early to demonstrate why they are better than the competition
Creative differences
Self-employed artists - such as sculptors, painters, musicians and actors - face special financial planning challenges, from retirement planning to taxes
- By: Donalee Moulton
- September 21, 2018 September 24, 2018
- 00:14
Four ways to effect change
Why do so many advisors postpone making meaningful modifications to the way they work until they begin losing clients? Here are some steps you can…
- By: Dan Richards
- September 21, 2018 September 24, 2018
- 00:13
Tech Tips: Can you ditch your laptop?
Early tablets were designed to consume information, not to produce it. Now, vendors are offering up tablets as complete replacements that are able to keep…
- By: Danny Bradbury
- September 21, 2018 September 21, 2018
- 00:11
Partner Reports
The New Normalizing: Managing Rising Interest Rates for Income Investors
- September 19, 2018 September 19, 2018
- 09:00
Active management – unbundled
- September 18, 2018 September 19, 2018
- 10:00