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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
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Five things to watch for in Canadian business

Inflation report coming on Friday

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CUPW calls for postal banking

Postal banking services would provide underserved communities with greater access to affordable financial services

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Revenue growth continues for Canada’s big banks: DBRS

The banks’ improved results reflected growth across most business segments

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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
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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

DRC 2018 cover

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

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
  • June 8, 2018 June 14, 2018
  • 12:00
Adirondack chairs at shore of Lake of Two Rivers, Ontario

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

“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…

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