Latest news in Financial Planning
Advocis, Environics team up to survey advisors
Wealth management study planned for spring
- By: IE Staff
- May 8, 2003 May 8, 2003
- 10:30
Mutual funds remain investment of choice for planners: survey
Planners allocate an average of 46% of client assets to funds
- By: IE Staff
- May 6, 2003 May 6, 2003
- 10:55
Ontario extends sale of opportunity bonds
Sales surpass $100 million
- By: IE Staff
- May 6, 2003 May 6, 2003
- 10:10
Technology promises personalized products, services
Multi-channel integration coming to financial services: TowerGroup
- By: IE Staff
- May 5, 2003 May 5, 2003
- 15:25
CIFPs launches member E&O insurance program
Member must apply individually for coverage
- By: IE Staff
- May 5, 2003 May 5, 2003
- 13:30
Dundee Wealth, IPC transaction terminated
Closing conditions unresolved
- By: IE Staff
- May 2, 2003 May 2, 2003
- 14:50
Jobs portal launched
“Infocus” service has many benefits, CSI says
- By: IE Staff
- April 29, 2003 April 29, 2003
- 09:00
IPC-Dundee deal on hold
Acquisition did not close; IPC “considering its options”
- By: IE Staff
- April 28, 2003 April 28, 2003
- 09:55
Ontario government introduces new tax-free bonds
Opportunity bonds to finance local infrastructure
- By: IE Staff
- April 22, 2003 April 22, 2003
- 15:20
Assante announces management realignment in the U.S.
Weinberg to lead U.S. operations
- By: IE Staff
- April 21, 2003 April 21, 2003
- 09:10
Advisor Impact and Moss Adams announce strategic alliance
Client survey program to be distributed to U.S. advisors
- By: IE Staff
- April 16, 2003 April 16, 2003
- 10:10
Americans with RRSPs face complex paperwork and penalties
New IRS requirement creates regulatory burden
- By: IE Staff
- April 15, 2003 April 15, 2003
- 08:30
Canada Life software makes managing savings easier
CD assists defined contribution plan members
- By: IE Staff
- April 9, 2003 April 9, 2003
- 08:10
IPC/Dundee transaction delayed
Deal held up by snag in approval process
- By: IE Staff
- April 4, 2003 April 4, 2003
- 10:50
Assante sells part of sports practice to Leigh Steinberg
Sale worth $6 million
- By: IE Staff
- April 1, 2003 April 1, 2003
- 14:40
April is Investor Education Month
FPSC invites Canadians to try one-minute financial quiz
- By: IE Staff
- April 1, 2003 April 1, 2003
- 12:12
April is Investor Education Month
FPSC invites Canadians to try one-minute financial quiz
- By: IE Staff
- April 1, 2003 April 1, 2003
- 12:10
IPC shareholders approve merger with Dundee Wealth
Deal expected to close in April
- By: IE Staff
- March 24, 2003 March 24, 2003
- 15:10
Canadian fundraising strong in 2002: survey
Most charities saw increase in funds raised
- By: IE Staff
- March 24, 2003 March 24, 2003
- 12:20
Ottawa introduces expiry dates on 900-series SINs
Numbers valid for five years
- By: IE Staff
- March 21, 2003 March 21, 2003
- 09:15
Cartier Partners grants options
90,000 options to distributed to insiders
- By: IE Staff
- March 14, 2003 March 14, 2003
- 16:30
Cartier Partners grants options
90,000 options to distributed to insiders
- By: IE Staff
- March 14, 2003 March 14, 2003
- 16:30
Simplified tax system would benefit Canadians says Fraser Institute
New book calls for flat tax
- By: IE Staff
- March 12, 2003 March 12, 2003
- 10:10
University education pays off
Grads earn more says StatsCan
- By: IE Staff
- March 11, 2003 March 11, 2003
- 11:20