Industry News

Fidelity launches advisor platform

June 20, 2024 Rudy Mezzetta
News

Capital gains reserve more beneficial after inclusion rate hike

June 19, 2024 Rudy Mezzetta
Elder couple planning

How total cost reporting will affect life agents

June 19, 2024 Michelle Schriver
angry client meeting
News

Firms pledged to improve Black representation. They still have work to do

June 18, 2024 Melissa Shin
News

VersaFi recognizes 20 financial leaders for advancing gender equity

June 18, 2024 IE Staff
blurred lights on stage, drama theatre show background
News

IRS wants to end tax loophole for the wealthy

June 17, 2024 Josh Boak, Fatima Hussein, The Associated Press
News

Latest designation from CIFP may allow life agents to use FA title

June 14, 2024 Michelle Schriver
Entrance to Financial Services Regulatory Authority of Ontario
News

Complaints up, suspensions down for financial planners in 2023

June 14, 2024 IE Staff
Arrow cube
News

Harbourfront acquires Calgary portfolio management firm

June 14, 2024 Jonathan Got
merger
News

Value of a Canadian financial advisor decreases slightly year over year: study

June 13, 2024 IE Staff
A black couple are in a meeting with their financial advisor. They are devising a financial plan to send their kids to university at their kitchen table.
News

Extra $9B in benefits could be paid through automatic tax filing: PBO

June 13, 2024 Jonathan Got
T4 statement
News

Bank CEOs push back on MP calls to reduce oil and gas funding

June 13, 2024 Ian Bickis, The Canadian Press
Modern urban skyscrapers in downtown Chicago from below to the blue summer sky. Sun reflecting in the glass facades of the urban futuristic buildings. Chicago, Illinois, USA