Latest news in Financial Planning

Used car dealer distrust theory earns Nobel Prize

Findings support improved client disclosure

By: IE Staff
October 10, 2001 October 10, 2001
11:50

CAIFA proposes merger with CAFP

Second attempt expected to get results says Rogers, CAIFA chairman

By: James Langton
October 9, 2001 October 9, 2001
13:10

Elliott & Page launch new product

Elliott & Page Limited is offering a new growth asset allocation portfolio that allows investors to increase foreign content within their registered accounts to 40%.The…

By: IE Staff
October 9, 2001 October 9, 2001
09:10

CCH Canadian acquires Taxbyte software

Plans to swicth users to CCH products

By: IE Staff
October 5, 2001 October 5, 2001
10:10

Money laundering task force to hold emergency meeting

FATF to meet in Washington D.C.

By: IE Staff
October 5, 2001 October 5, 2001
09:55

Financial planning not required to go though dealer

Dealers must ensure clear disclosure of responsibilities, MFDA says

By: James Langton
October 4, 2001 October 4, 2001
15:15

Investors disappointed with online planning tools, study finds

Firms must encourage advisors to promote Web sites

By: IE Staff
October 4, 2001 October 4, 2001
08:40

CCRA sheds light on third-party penalties

Guidelines posted on agency's Web site

By: IE Staff
October 2, 2001 October 2, 2001
14:35

September 11 victims get answers to financial questions

U.S. financial professionals volunteer services

By: IE Staff
October 2, 2001 October 2, 2001
09:40

Decamillionaires a distinct breed

Most feel less confident about managing their money

By: James Langton
October 1, 2001 October 1, 2001
13:15

Advisors waiting for integrated tools, study finds

Current set of online tools fail to meet needs of advisors

By: IE Staff
October 1, 2001 October 1, 2001
11:30

Manulife broadens group retirement options

Adds 15 funds to group plans

By: IE Staff
October 1, 2001 October 1, 2001
10:30

Seminars designed to reassure investors

Fund analyst prepares for 15-city tour

By: Ryan Jennings
September 27, 2001 September 27, 2001
16:10

Investor Learning Centre relaunches Web site

Accurate, unbiased investor information

By: IE Staff
September 26, 2001 September 26, 2001
11:10

OAS benefits to rise in fourth quarter

OAS, GIS increasing by 1.4%

By: IE Staff
September 26, 2001 September 26, 2001
09:00

CPP Investment Board makes private investments

Invests $325 million in two companies

By: IE Staff
September 20, 2001 September 20, 2001
17:10

CCRA issues guidelines on third-party civil penalities

Basic penalty set a $1,000

By: James Langton
September 20, 2001 September 20, 2001
15:10

Rogers to receive career achievement award

CAIFA chairman cited for contributions to financial services industry

By: IE Staff
September 19, 2001 September 19, 2001
10:58

Scudder strategist to discuss impact of attacks

Conference calls open to advisors

By: IE Staff
September 19, 2001 September 19, 2001
10:15

ASC warns of investment scams following U.S. attacks

Recommends investors speak with advisors

By: IE Staff
September 18, 2001 September 18, 2001
11:50

Clients need to hear from advisors in wake of U.S tragedy

Guidelines for communicating with anxious clients

By: IE Staff
September 13, 2001 September 13, 2001
13:30

CAIFA expresses condolences to Americans

The Canadian Association of Insurance and Financial Advisors has issued a statement expressing its condolences and sympathy on behalf of its members to Americans in…

By: IE Staff
September 12, 2001 September 12, 2001
12:30