“Light planning” could expand access to financial advice
Creating shorter or less comprehensive engagements with clients may allow advisors to serve the underserved
- By: Melissa Shin
- April 29, 2021 April 29, 2021
- 18:47
Latest news in Industry News
Breaking down Biden’s proposal on long-term capital gains
A look at what could change and who would be affected
- By: Stan Choe, The Associated Press
- April 29, 2021 April 29, 2021
- 10:15
U.S. groups aim to blaze trail to T+1 settlement cycle
The call by U.S. watchdogs for a shorter settlement cycle follows increased trading volume, volatility
- By: James Langton
- April 28, 2021 April 28, 2021
- 14:42
FP Canada, IQPF update projection assumption guidelines amid pandemic
The guidelines didn't include the 50-year historical average rate as a data source for fixed-income assumptions
- By: Mark Burgess
- April 28, 2021 April 28, 2021
- 13:25
Fidelity launches U.S. securities lending platform
The platform that has served the firm's in-house funds is now available to rivals
- By: James Langton
- April 28, 2021 April 28, 2021
- 11:46
B.C.’s $500-million investment fund to help small, medium sized businesses
The fund will invest in start-ups that meet the government’s social, economic and environmental policy objectives
- By: The Canadian Press
- April 27, 2021 April 27, 2021
- 16:04
U.S. consumer confidence returns to pre-pandemic levels
Economists believe the rising confidence will bolster economic growth
- By: Martin Crutsinger
- April 27, 2021 April 27, 2021
- 14:24
Excess profit tax would have generated $7.9B in 2020: PBO
A tax targeting large companies “making record profits” was proposed by the NDP last year
- By: Greg Dalgetty
- April 27, 2021 April 27, 2021
- 10:13
Canadian Western Bank sets sights on HNW entrepreneurs
Integration of T.E. Wealth and Leon Frazer platforms gives bank scale to compete with Big Six, CWB executives say
- By: Rudy Mezzetta
- April 26, 2021 April 26, 2021
- 14:03
Work-from-home risks for advisors
At the FMFD's digital conference, a litigation expert discussed data privacy tips and why communication with seniors is paramount
- By: Michelle Schriver
- April 23, 2021 April 23, 2021
- 14:58
Sun Life Financial buying Pinnacle Care International
The US$85-million deal should help expand stop-loss health coverage
- By: IE Staff
- April 23, 2021 April 23, 2021
- 10:58
Estateably expands to Alberta
The web-based platform was previously available only in Ontario and Quebec
- By: IE Staff
- April 22, 2021 April 22, 2021
- 15:23
Court approves data breach settlements with BMO, CIBC
Cyberattacks in 2018 exposed the data of thousands of bank clients
- By: James Langton
- April 21, 2021 April 21, 2021
- 13:15
Annual pace of inflation leaps higher in March to 2.2%, StatsCan says
Gas prices drove the increase
- By: Jordan Press, The Canadian Press
- April 21, 2021 April 21, 2021
- 10:57
BoC keeps rate on hold, sees brighter economic outlook
The central bank raised its prediction for growth this year to 6.5%
- By: Jordan Press, The Canadian Press
- April 21, 2021 April 21, 2021
- 10:39
Mutual fund sales outpace ETF sales in March
Mutual funds had net sales of $13 billion last month, IFIC says
- By: IE Staff
- April 20, 2021 April 20, 2021
- 16:13
Federal budget fails to support needed pension reform, retiree group says
The group says current laws are unfair to pensioners when a DB plan sponsor becomes insolvent
- By: David Paddon
- April 20, 2021 April 20, 2021
- 15:09
Get ready for increased scrutiny of your compensation
Conflicts-related CFRs were discussed by Agora at the FMFD conference
- By: Michelle Schriver
- April 20, 2021 April 20, 2021
- 14:24
Dogecoin has its day, as cryptocurrency fans push it up
The cryptocurrency is up more than 8,000% so far this year
- By: Stan Choe, The Associated Press
- April 20, 2021 April 20, 2021
- 11:44
Feds promise economic “hat trick” with national child care plan
Budget seeks to boost women's employment, financial sector diversity
- By: James Langton
- April 19, 2021 April 19, 2021
- 21:47
Budget promises funding for national regulator effort
Feds pledge funding for CSTO, despite recent demise of CMAIO
- By: James Langton
- April 19, 2021 April 19, 2021
- 21:44
VC investment program gets $450-million budget pledge
The feds' venture capital funding commitment will target life sciences and underrepresented groups
- By: James Langton
- April 19, 2021 April 19, 2021
- 21:35
Feds plan $5-billion green bond issue
Government to publish green bond framework, consult on "social bond" offerings too
- By: James Langton
- April 19, 2021 April 19, 2021
- 21:25
Feds look to increase charities’ disbursement quota
Charitable foundation assets have grown to $85B, but disbursements "have not kept pace," Ottawa says
- By: Rudy Mezzetta
- April 19, 2021 April 19, 2021
- 20:32
Covid support for businesses extended in 2021 budget
New measures include a hiring subsidy and e-commerce support
- By: Michelle Schriver, The Canadian Press
- April 19, 2021 April 19, 2021
- 20:23