Clearing the way for longevity insurance
Report recommends governments change tax rules and stress guaranteed lifetime income
- September 18, 2018 September 18, 2018
- 17:50
Top stories
Trade optimism drives TSX to largest daily gain since mid-July
U.S. markets post solid gains
- September 18, 2018 September 18, 2018
- 17:15
NASAA warns investors to watch for scams in Florence’s wake
Scam artists may linger long after the storm has passed
- September 18, 2018 September 18, 2018
- 15:22
Investors Group to simplify mutual fund lineup
Investment objective changes and proposed fund mergers aim to provide broader diversification, lower costs to clients
- By: IE Staff
- September 18, 2018 September 18, 2018
- 06:00
Manulife to implement multiple changes to mutual funds
Manulife Strategic Dividend Bundle will incorporate additional funds into its portfolio
- By: Anne-Marie Vettorel
- September 18, 2018 September 18, 2018
- 12:30
Holt Fintech Accelerator welcomes 13 startup teams to Montreal
Among the finalists are services that aim to improve advisors’ practices and relationships with clients
- By: Anne-Marie Vettorel
- September 18, 2018 September 18, 2018
- 11:50
New Wealthsimple feature allows clients to save or invest their spare change
Automatic service works with most Canadian credit and debit cards
- By: Anne-Marie Vettorel
- September 18, 2018 September 18, 2018
- 10:30
IOSCO guidance addresses conflicts of interest in equity capital raising
Report details key stages of capital raising where the role of intermediaries might give rise to conflicts of interest
- By: James Langton
- September 18, 2018 September 18, 2018
- 14:30
B.C. to restructure Financial Institutions Commission
Making FICOM a Crown agency is intended to strengthen oversight of the financial services sector
- By: James Langton
- September 17, 2018 September 17, 2018
- 15:26
Ontario pushes back on CSA’s proposed DSC ban
The province’s new government has come out against regulators’ proposals to ban DSCs on mutual funds, which were released for public comment Thursday
- By: James Langton
- September 13, 2018 September 13, 2018
- 11:21
The road to success
Advisors focus on putting plans in place for both themselves and their clients, and need help from their firms to ensure they're headed in the right direction
- By: Fiona Collie
- August 24, 2018 August 24, 2018
- 00:13
Remaking the industry
CSA anticipates its proposals will add costs for the industry
- By: James Langton
- July 27, 2018 September 13, 2018
- 00:22
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
- By: IE Staff
- August 28, 2018 September 11, 2018
- 10:15
Following your own advice
After decades of helping clients plan for retirement, do you have a plan of your own?
A quest for knowledge
Jennifer Rideout believes in education - for advisors and for her clients' children. She is a great advocate of registered education savings plans
- By: Donalee Moulton
- August 24, 2018 August 22, 2018
- 00:03
Canadians missing out on tax breaks for caregivers: poll
Canadians contribute an average $430 per month to care for aging or ill family members
- By: James Langton
- August 22, 2018 August 22, 2018
- 11:30
Trust betrayed
Regulators and dealer firms have been slow to come up with a clear process for financial advisors to handle suspected cases of elder financial abuse.…
- By: Patricia Chisholm
- July 27, 2018 August 14, 2018
- 00:11
