Assante pares losses in 2001
Records small profit for fourth quarter
- By: IE Staff
- March 20, 2002 March 20, 2002
- 09:30
Latest news in Financial Planning
CAIFA, CAFP propose merger
New group will maintain distinction between planners and advisors
- By: IE Staff
- March 19, 2002 March 19, 2002
- 12:30
Long-term investors commited to stocks, survey reveals
Most believe markets will improve in the next six months
- By: IE Staff
- March 19, 2002 March 19, 2002
- 11:15
New association proposed for RFP designation
CAFP pledges financial support
- By: James Langton
- March 15, 2002 March 15, 2002
- 12:05
Enron scandal has investors thinking twice
Most have changed their investing behavior, survey says
- By: IE Staff
- March 13, 2002 March 13, 2002
- 12:35
Helping the taxman keep tabs
CCRA offering secure online service for address changes
- By: IE Staff
- March 11, 2002 March 11, 2002
- 16:35
Investors want more control
Eschewing mass-marketed investment
- By: IE Staff
- March 11, 2002 March 11, 2002
- 11:40
BCSC allows commission payments to salespersons’ corporations
Dealers must belong to MFDA to qualify
- By: James Langton
- March 6, 2002 March 6, 2002
- 17:25
IPC Financial reports strong growth in assets under management
Counsel Wealth assets up 20%
- By: IE Staff
- March 6, 2002 March 6, 2002
- 15:20
Enron scandal leaves investors less confident, survey finds
Managers receive low marks for integrity
- By: IE Staff
- March 5, 2002 March 5, 2002
- 16:35
MAFAC forms alliance with U.S. organization
"Cafeteria" of services to be rolled out
- By: IE Staff
- March 5, 2002 March 5, 2002
- 10:05
CPP invests in private equity funds
Looking for higher returns than public sector provides
- By: Ryan Jennings
- March 4, 2002 March 4, 2002
- 10:50
Five predictions for wealth management
Mid-tier advice will win customers, Forrester says
- By: James Langton
- February 27, 2002 February 27, 2002
- 16:50
U.S. advisor firm settles gender discrimination suit
US$31 million settlement covers 4,000 female advisors
- By: IE Staff
- February 21, 2002 February 21, 2002
- 16:55
CIBC Mellon enhances online pension inquiry tool
Pensioner Information Network
- By: IE Staff
- February 21, 2002 February 21, 2002
- 13:15
CPP Investment Board outsources investment support services
Reaches agreement with State Street Trust
- By: IE Staff
- February 21, 2002 February 21, 2002
- 10:25
New features enhance NetREP
Tool promotes advisor services via the Web
- By: IE Staff
- February 21, 2002 February 21, 2002
- 09:30
Americans put retirement on hold
Market performance delays retirement
- By: IE Staff
- February 20, 2002 February 20, 2002
- 16:25
Boomer savings falls short of retirement expectations
Allstate unveils Cost of Leisure index
- By: James Langton
- February 20, 2002 February 20, 2002
- 12:55
New mortgage includes cashback for RRSPs
Requires minimum 5% down payment
- By: IE Staff
- February 20, 2002 February 20, 2002
- 12:05
Low portfolio growth forecast by TD economists
8% or less
- By: IE Staff
- February 18, 2002 February 18, 2002
- 15:45
Saskatchewan planning firm agrees to $85,000 penalty
Limited partnerships deemed speculative and high risk
- By: IE Staff
- February 14, 2002 February 14, 2002
- 16:30
Charitable giving increases proportionally with wealth
Economy and taxes have little impact, survey says
- By: James Langton
- February 13, 2002 February 13, 2002
- 16:35
Major shift in investor expectations
1 in 5 expect to delay retirement, survey says
- By: IE Staff
- February 13, 2002 February 13, 2002
- 12:30