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Extreme closeup of an annual report -- based on the "portfolio facts," the fund is a 100% stock mutual fund

Credit unions up their game in wealth management

The state of play of advisory, investment services from co-operatives, credit unions

Alberta projects $12.3B surplus in latest fiscal update

The government set aside $2.8 billion over three years to cover inflation-fighting programs and payouts

parliament hill

Federal government posts $1.7-billion surplus for April to September period

Compared to the same period in the previous fiscal year, government revenues were up 18.6%

mergers and acquisitions

Cross-selling opportunities prompt P&C brokerages to buy advisors

Actual assets under management of advisor aren’t always worth purchasing on their own

office technology investment

Leveraging technology to serve your clients

Advisors face a host of challenges integrating new tech

angry client meeting

How to prevent client complaints

At FP Canada's annual conference, Bessner outlined red flags to identify and mitigate

Skyline of the financial district

Head of bankers group raises concerns about surtax

Anthony Ostler also called for more consumer protection in the emerging payments space

commercial real estate

Manulife cutting about 50 jobs as part of changes at its real estate operations

The company is moving away from property operations to refocus its business as an investment manager

growth in challenging times

Advisor business support growing across Canada’s wealth firms

There's higher demand for advisor coaching and consulting that can't be ignored

  • By: Katie Keir
  • November 24, 2022 November 24, 2022
  • 09:00
climate change

Some Big Six banks pulling ahead of others on climate policy: report

TD released total financed emissions, all six lag in setting oil and gas financed-emissions targets: Investors for Paris Compliance

Federal Reserve building in Washington DC, US. Close up of a top part of the building with eagle statue.

Fed at last meeting saw few signs that inflation was easing

Some U.S. central bank officials encouraged by falling commodity prices, unclogging supply chain

House.

First-time homebuyers can use FHSA and HBP, feds propose

Rules governing new tax-free home savings account to be effective April 1, 2023

Image of smiling young lady standing in supermarket shop near cashier's desk holding credit card. Looking aside.

Statistics Canada reports retail sales down 0.5% in September

Gasoline down 2.4%, convenience store sales drop 1.5%

Concept of real estate, mortgage and lease

Smith Financial to buy Home Capital Group as mortgage industry under strain

The all-cash offer provides certainty for shareholders, Home Capital board chairman says

mergers and acquisitions calculator

The fate of advisors who get bought out by property and casualty brokerages

P&C brokers often want you to stay if they buy your firm

change direction

Industry moves this week

Changes include executive shifts at iA Financial Group related to wealth division

  • By: Katie Keir
  • November 18, 2022 November 18, 2022
  • 11:55
Pile of cryptocurrency coins

Ontario Teachers’ Pension Plan writes down FTX investment to zero

Less than .05% of assets invested in FTX, aiming for emerging fintech exposure

Two potential upsides if you’re bought by a property and casualty brokerage

Potential productivity gains when P&C broker buys an advisory firm

Federal Reserve building in Washington DC, US. Close up of a top part of the building with eagle statue.

Fed official suggests substantial rate hikes may be needed

James Bullard is a voting member of the Federal Reserve's rate-setting committee

plan idea

IA Financial Group launches RIA

Investment advisors registered with the new firm will be licensed in both Canada and the U.S.

  • By: IE Staff
  • November 17, 2022 November 17, 2022
  • 15:51
top performance

Lysander named top overall group in Lipper Awards

Manulife, Dynamic won group awards for ETFs

  • By: IE Staff
  • November 17, 2022 November 17, 2022
  • 11:35
Pile of cryptocurrency coins

New CEO of FTX blasts its handling of financial information

Many FTX Group companies had no appropriate corporate governance nor held board meetings

parliament hill

Liberal tax promise tracker, post-fiscal update

Here’s the status of proposals that matter to your clients

Image of smiling young lady standing in supermarket shop near cashier's desk holding credit card. Looking aside.

U.S. retail sales rose 1.3% last month, a sign of resilience

Credit card balances up 15%, grocery spending down

Wood homes under construction

CMHC says annual pace of housing starts slowed in October

Rate dropped 11% to 267,055 units, from 298,811 in September