Updated: Agora Dealer Services launches platform for independent advisors
COO says Agora exists "to support independent advisors and dealers"
- By: Greg Dalgetty
- April 16, 2019 October 17, 2019
- 17:42
Latest news in Industry News
More than half of U.S. millennials actively contribute to retirement accounts: survey
The majority of millennial respondents would choose a human advisor over a robo
- By: IE Staff
- April 16, 2019 October 17, 2019
- 11:46
Canadians uncertain about self-directed online investing: TD
Setting financial goals can help investors gain confidence, bank says
- By: IE Staff
- April 15, 2019 October 17, 2019
- 11:17
TSX hits new high for 2019
The market rose on support from energy and financials on Friday
- By: The Canadian Press
- April 12, 2019 October 31, 2019
- 16:31
IMF chief: Trade conflicts threaten fragile world economy
The world's two biggest economies have slapped tariffs on $350 billion worth of each other's products
- By: Paul Wiseman, Martin Crutsinger, The Associated Press
- April 12, 2019 October 17, 2019
- 14:00
Ontario provides probate tax relief
The provincial budget proposes to eliminate estate administration tax on estates valued under $50,000
- By: Rudy Mezzetta
- April 12, 2019 March 19, 2021
- 12:22
Ontario budget includes child-care tax credit, faster write-offs on capital investments
Tories don't plan to balance books until 2023-24
- By: Allison Jones, The Canadian Press, The Canadian Press
- April 11, 2019 October 17, 2019
- 16:39
Ontario man sentenced for fraudulent child tax benefit claims
Benefits were claimed for children who didn’t exist or never entered Canada, says the CRA
- By: IE Staff
- April 11, 2019 October 17, 2019
- 14:41
Global VC investment drops in first quarter: KPMG
So-called 'megadeals' have taken a pause in Asia after a historic 2018
- By: IE Staff
- April 11, 2019 October 17, 2019
- 12:00
Proposed class actions filed over ‘excessive’ management fees for mutual funds
RBC and TD are alleged to have overcharged clients for a hidden "closet indexing" investment strategy
- By: IE Staff
- April 10, 2019 October 17, 2019
- 14:34
Exchange-traded products industry hits new global record of US$5.4 trillion
Year-to-date inflows are US$99.14 billion
- By: IE Staff
- April 10, 2019 October 17, 2019
- 12:00
Liquid alts index launched by Scotiabank
So far, 22 funds are included in the index
- By: IE Staff
- April 10, 2019 October 17, 2019
- 11:49
IIAC calls for nominations for 2019 Top Under 40 Award
Nominations will be accepted until June 14
- By: IE Staff
- April 10, 2019 October 17, 2019
- 11:33
Scotiabank is ‘downturn ready’ with large ‘buffer’ in mortgage portfolio: CEO
Brian Porter said the bank stress tests its $205 billion-mortgage portfolio on a regular basis
- By: Armina Ligaya, The Canadian Press
- April 10, 2019 October 17, 2019
- 10:22
Foresters to sell business segments to Macquarie, Cetera Financial
Foresters says it will continue to focus on its core insurance business
- By: IE Staff
- April 9, 2019 October 17, 2019
- 11:58
FAIR Canada rejigs management, board
Ermanno Pascutto has been appointed interim executive director
- By: James Langton
- April 8, 2019 October 17, 2019
- 12:21
Canadians shifting away from traditional home purchases: RBC
Four in 10 survey respondents reported that they've been "house poor" at some point
- By: IE Staff
- April 8, 2019 October 17, 2019
- 11:24
A quick glance at unemployment rates for March
A breakdown in unemployment by city and province
- By: The Canadian Press
- April 5, 2019 October 17, 2019
- 12:38
Alberta court upholds no-contest clause
Decision may encourage more frequent use of these clauses in wills, estate practitioners say
- By: Rudy Mezzetta
- April 5, 2019 October 31, 2019
- 10:20
Canada posts job market decline in March that follows big gains to start 2019
StatsCan survey found the unemployment rate held firm at 5.8%
- By: Andy Blatchford, The Canadian Press
- April 5, 2019 October 31, 2019
- 10:11
How focusing on client experience helps advisors get ahead
Research from Cerulli finds clients are more willing to pay for advice than they were a decade ago
- By: IE Staff
- April 4, 2019 October 17, 2019
- 12:36
A tax refund isn’t a ‘windfall’ — it’s a sign of poor tax planning
Canadians should fill out paperwork to reduce the tax they pay every pay period, CIBC's Jamie Golombek says
- By: IE Staff
- April 4, 2019 October 17, 2019
- 11:33
U.S. companies’ tax windfall fuels record share buybacks
S&P 500 companies spent $806 billion on stock buybacks in 2018
- By: Damian J. Troise, The Associated Press
- April 4, 2019 October 17, 2019
- 10:23
What the consolidation of Great-West’s life insurance businesses will mean for advisors
Executive says advisors will have a more simplified experience
- By: Greg Dalgetty
- April 3, 2019 October 17, 2019
- 17:04
Fiera acquires 80% interest in Palmer Capital
Acquisition was made through the firm's real estate investment platform, Fiera Properties Ltd.
- By: IE Staff
- April 3, 2019 October 17, 2019
- 11:28