Survey offers insight into investor trends
Richards outlines 10 imperatives for the successful advisor
- By: IE Staff
- September 29, 2000 September 29, 2000
- 14:50
Latest news in Financial Planning
2000 Canada Savings Bonds campaign launched
Will carry 5.5% interest rate for the first year
- By: IE Staff
- September 29, 2000 September 29, 2000
- 14:12
Assante completes integration of RWB Advisory
Unveils Assante Asset Management trade name
- By: IE Staff
- September 29, 2000 September 29, 2000
- 08:45
New commercial name for Industrial Alliance
Insurer updates corporate identity, visual image
- By: IE Staff
- September 28, 2000 September 28, 2000
- 11:17
New name for Sunetco
Firm becomes Sun Life Financial Advisory Services
- By: IE Staff
- September 27, 2000 September 27, 2000
- 11:24
CIBC Mellon introduces Internet statement delivery
Clients benefit from speedy delivery
- By: IE Staff
- September 27, 2000 September 27, 2000
- 10:29
National board elected at CAIFA 2000 conference
Rogers to lead new slate of directors
- By: IE Staff
- September 26, 2000 September 26, 2000
- 15:02
Assante shuffles senior management at advisory services unit
Mancini replaces Nairne as CEO
- By: IE Staff
- September 26, 2000 September 26, 2000
- 08:37
CAIFA delegates welcome broader range of advisors
Advisors with mutual funds, securities licences now eligible to join
- By: IE Staff
- September 25, 2000 September 25, 2000
- 15:00
CAIFA celebrates outstanding chapters
Vancouver-Fraser Valley earns Totem Pole Award
- By: IE Staff
- September 25, 2000 September 25, 2000
- 13:55
Largest ever CAIFA conference set to open in Saskatoon
"Fast Forward your Business" kicks off Sunday
- By: IE Staff
- September 22, 2000 September 22, 2000
- 16:03
IPC sets date for shareholder meeting
Seeks approval for proposed alliance with ING Canada
- By: IE Staff
- September 21, 2000 September 21, 2000
- 10:45
B2B Trust to develop financial products for Berkshire Group
Chequing accounts, debit cards under consideration
- By: IE Staff
- September 20, 2000 September 20, 2000
- 14:21
CCH Canadian acquires Portfolio Publishing
Says deal confirms commitment to financial advisors
- By: IE Staff
- September 20, 2000 September 20, 2000
- 11:35
CAIFA makes 21 recommendations regarding MFDA
Submission says dealer shouldn't interfere with financial planning
- By: IE Staff
- September 19, 2000 September 19, 2000
- 15:43
Jacks Institute launches new Web site
Tax courses for financial professionals available online
- By: IE Staff
- September 18, 2000 September 18, 2000
- 13:18
Canadian and U.S. negotiators propose changes to tax treaty
Amendments should reduce double-taxation on emigrants
- By: IE Staff
- September 18, 2000 September 18, 2000
- 12:10
ING Canada, IPC Financial finalize strategic alliance
ING to hold 22% of IPC
- By: IE Staff
- September 18, 2000 September 18, 2000
- 09:52
Fidelity free to pay portion of costs for CAIFA conferences
OSC grants one-year exemption
- By: IE Staff
- September 13, 2000 September 13, 2000
- 11:38
Success Forum 2000 wraps up
Planners voice concerns at town hall
- By: IE Staff
- September 13, 2000 September 13, 2000
- 08:16
CCRA sets interest rates for the fourth quarter
Agency charging 10% for overdue CPP contributions
- By: IE Staff
- September 12, 2000 September 12, 2000
- 13:56
Pension policy should account for the needs of older women
Financial security remains precarious says Status of Women report
- By: IE Staff
- September 12, 2000 September 12, 2000
- 10:37
Online trading, Internet hot topics at Success Forum 2000
"Trading fiends" no threat to financial planners
- By: IE Staff
- September 12, 2000 September 12, 2000
- 07:39
Retired teacher fails attempt to escape reach of Income Tax Act
Law applies involuntarily to corporations and people, Court rules
- By: IE Staff
- September 11, 2000 September 11, 2000
- 16:23
First FPA convention opens in Boston
Planners face challenges with aging population warns Glenn
- By: IE Staff
- September 11, 2000 September 11, 2000
- 08:21