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Businessmen trading stock looking at graphs indexes and numbers on multiple computer screens
Growth red graph over golden coins stacks over white

Longevity beginning to change investor behavior

More high-net worth investors expect they will live to 100

Contnuing education concept: pixelated words continuing education on digital background, 3d render

Enhanced advisor expertise key to investor satisfaction

Investors rated three characteristics of advisor education programs as particularly important

xhausted businessman dragging heavy chains

Slideshow: Regulators’ ratings in the past decade

While some of the regulators have seen their ratings remain stable, others have had wild swings in theirs

Financial firms earn perfect score for LGBT diversity

Index identifies companies listed on the S&P/TSX composite index that promote diversity and inclusion

stock market pricing abstract

Registration opens for Biggest Winner trading competition

The competition allows investors to virtually trade ETFs in a number of different asset classes and investment strategies

  • April 19, 2018 April 19, 2018
  • 14:30
Washington DC skyline with Monument Capitol and Abraham Lincoln memorial

SEC proposes best interest rule

The U.S. regulator has also proposed introducing a mandatory new disclosure document that sets out the terms of advisory relationships

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
  • April 3, 2018 April 3, 2018
  • 12:55

Regulators focus on fintech

Provincial regulators were recognized for facilitating fintech, but some survey participants still had concerns

Many hands choosing cryptocurrency coins from box labeled ICO

Cryptogiving.ca matches digital currency donors with charities

Dozens of Canadian charities are currently accepting or moving to accept cryptocurrency donations

Nearly half of existing mortgages face renewal in 2018: report

The increase in renewals comes as mortgage rates have been rising

IFSE Institute introduces career tool

Career Pathways aims to help financial services professionals just starting out or looking to advance in their careers

Reducing debt or investing a tax refund depends on your client’s situation

The choice between saving or reducing debt has become an increasingly important decision