MFDA unmasks performance reporting issues
SRO review finds a variety of reasons for botched return calculations
- July 26, 2021 July 26, 2021
- 12:15
Top stories
PwC denies report of potential Bridging Finance sale
The receiver plans to file materials next week seeking court approval for a sale process
- July 23, 2021 July 23, 2021
- 12:31
B.C. public-sector pension fund reports 16.5% annual return
The fund reported $199.6 billion in assets under management, a $28.3-billion increase
- July 26, 2021 July 26, 2021
- 13:40
Investment fund charges should be included in fee summaries: report
A report for the MFDA uses behavioural insights to recommend expanded cost reporting
- By: Mark Burgess
- July 26, 2021 July 26, 2021
- 15:48
MFDA’s new CE regime to launch in the fall
Fund dealers' first CE cycle to kick off on Dec. 1
- By: James Langton
- July 23, 2021 July 23, 2021
- 12:54
Business travel stirs, but many road warriors stay grounded
Business travellers are a key source of revenue and profit, subsidizing other passengers
- By: Associated Press
- July 26, 2021 July 26, 2021
- 13:28
KYP and the power of the peer
Why segmenting product shelves into peer groups can help meet regulatory challenges
- By: David Reeve
- July 23, 2021 July 23, 2021
- 16:00
Canada’s first depositary receipts launch
The new products will give Canadian investors access to fractional shares of large tech companies
- By: IE Staff
- July 26, 2021 July 26, 2021
- 13:01
Fed to discuss a pullback in economic aid with inflation up
The main concern is that the Fed will end up responding too late and too aggressively to high inflation
- By: Christopher Rugaber
- July 26, 2021 July 26, 2021
- 13:20
Franklin Templeton adds sustainable ETFs
The two funds are managed by in-house specialty investment manager Martin Currie
- By: IE Staff
- July 26, 2021 July 26, 2021
- 12:41
Richardson Wealth adds to tax and estate planning team
The firm announced three new hires in its Western offices
- By: IE Staff
- July 26, 2021 July 26, 2021
- 11:03
First-ever G-Corp lists on NEO Exchange
Canaccord Genuity G Ventures Corp. will focus on acquisitions in the mid-cap space
- By: IE Staff
- July 26, 2021 July 26, 2021
- 11:59
End of housing boom a potential risk to GDP
Residential investment has far outpaced business investment
- By: Katie Keir
- July 23, 2021 July 23, 2021
- 16:14
FSRA proposes fees for title regulation
The model sets out how costs will be shared among credentialing bodies
- By: James Langton
- July 22, 2021 July 22, 2021
- 16:10
Retail sales dropped 2.1% in May
Sales declined in eight of 11 subsectors, representing 65.6% of retail trade
- By: IE staff, with files from Canadian Press
- July 23, 2021 July 23, 2021
- 13:39
Want Investment Executive delivered to your home?
Address change would be temporary until quarantine efforts are lifted
- By: IE Staff
- April 1, 2020 May 13, 2020
- 10:21
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
- By: IE Staff
- April 27, 2020 May 28, 2021
- 09:00
Losses in the time of Covid-19: Part 2
Help your business-owner clients who are disputing a tax loss with the CRA
“Light planning” could expand access to financial advice
Creating shorter or less comprehensive engagements with clients may allow advisors to serve the underserved
- By: Melissa Shin
- April 29, 2021 April 29, 2021
- 18:47
Losses in the time of Covid-19: Part 1
Help your business-owner clients who experienced a loss last year
- By: Marco Iampieri
- April 15, 2021 April 15, 2021
- 15:00
You’ve got mail
How to create a great e-newsletter for your clients
- By: Brooke Smith
- April 12, 2021 April 14, 2021
- 16:18
