Actuaries now may qualify to write CFP exam
Role actuaries expanding to include advice to individual about the management of their financial affairs
- By: IE Staff
- July 5, 2007 October 31, 2019
- 08:55
Latest news in Financial Planning
Pension membership growth stalls in 2005: StatsCan
After several years of growth, membership in Canada’s 15,130 active registered pension plans (RPP) remained virtually unchanged in 2005, according to new data from an…
- By: IE Staff
- June 21, 2007 October 31, 2019
- 09:10
New pension models needed: C.D. Howe Institute
Fixing flaws in employer-sponsored pensions not enough
- By: IE Staff
- June 19, 2007 October 31, 2019
- 10:20
Nearly one in three adults is apprehensive, panicked or clueless about funding retirement: survey
SIFMA urges retirement savings, investing and planning for retirement preparedness
- By: James Langton
- June 19, 2007 October 31, 2019
- 09:15
Raise retirement age to 67, Quebec economist says
QPP payments should be raised by 0.7% rather than the current planned increase of 0.5% for retirements taken after age 65
- By: IE Staff
- June 19, 2007 October 31, 2019
- 07:35
Investors with written financial plans report higher levels of satisfaction with dealers
Investor satisfaction with full-service dealers has improved in 2007, says J.D. Power
- By: IE Staff
- June 18, 2007 October 31, 2019
- 08:10
Most boomers not saving enough for an independent retirement: study
Households saving adequately use mix of home equity, company-sponsored pension plans, RRSPs and personal savings
- By: IE Staff
- June 14, 2007 October 31, 2019
- 13:40
Wealthiest doctors and lawyers rely more on advisors than other professions: report
Professionals also gravitate more toward independent sources of advice
- By: James Langton
- June 13, 2007 October 31, 2019
- 09:25
Canadian Academy of Senior Advisors hands out Awards of Excellence
Awards presented to Handyside, Hoogendoorn and BMO
- By: IE Staff
- June 13, 2007 October 31, 2019
- 08:35
CIFPs to become FPA Canada
Move intended to create one body for planners
- By: Grant McIntyre
- June 12, 2007 October 31, 2019
- 11:30
PlanPlus and Wealth Enhancement Academy launch Advice Transition Program
Program designed to help advisors transform their practice to an advice first approach
- By: IE Staff
- June 11, 2007 October 31, 2019
- 07:40
Financial planners trek to Calgary
CIFPs conference follows on the heels of the acquisition of the Canadian Institute of Financial Planning
- By: Rachel Betts-Wilmott
- June 10, 2007 October 31, 2019
- 11:30
Canadian implementation of liability driven investing lags behind other countries
Only 21% of pension plans employing LDI strategies, poll finds
- By: IE Staff
- June 6, 2007 October 31, 2019
- 10:55
Signs point to cooling housing market, says Scotiabank economist
Slower population growth expected to dampen the demand for housing
- By: IE Staff
- June 4, 2007 October 31, 2019
- 09:50
Desjardins Securities launches new service for high net worth families and business owners
Private Counsel Group provides clients with integrated, personalized wealth management services
- By: IE Staff
- May 29, 2007 October 31, 2019
- 09:20
CPP fund investment posts 12.9% return for fiscal 2007
Dension says lower return due to sharp downturn in equity markets in February
- By: IE Staff
- May 24, 2007 October 31, 2019
- 10:30
Older people are huge contributors to, economic and cultural wellbeing, HSBC study finds
70 is the new 50, as people feel healthier for longer
- By: IE Staff
- May 22, 2007 October 31, 2019
- 11:15
Scotiabank builds on advice podcasts
New series focuses on home ownership
- By: IE Staff
- May 18, 2007 October 31, 2019
- 08:58
One in four Canadians aim to buy a recreational property: survey
Canadians factoring a vacation property into their retirement planning
- By: IE Staff
- May 16, 2007 October 31, 2019
- 11:50
B.C. attracting retiring baby boomers
Province viewed as a place where they can maintain an active lifestyle year round
- By: IE Staff
- May 15, 2007 October 31, 2019
- 14:10
Most Canadians lack a banking strategy, survey finds
‘Ad hoc’ approach can be expensive
- By: IE Staff
- May 15, 2007 October 31, 2019
- 13:10
Gap between rich and poor widening, study finds
Inequality in after-tax family incomes has increased over the past 15 years
- By: IE Staff
- May 11, 2007 October 31, 2019
- 12:40
Private pension system needs changes, says Dodge
Incentives lead plan sponsors to avoid running actuarial surpluses
- By: IE Staff
- May 10, 2007 October 31, 2019
- 15:10
OECD calls for better protection of occupational pension systems
New guidelines designed to improve how certain types of pension funds are run
- By: IE Staff
- May 10, 2007 October 31, 2019
- 09:55