First company signs on to GWL’s student debt savings program
Indigo employees who make a payment on their student loans will receive a matching contribution to their retirement savings account
- By: IE Staff
- October 3, 2018 October 3, 2018
- 15:30
Latest news in Industry News
DAC announces 2018 young advisor award winner
Kristin Ramlal will receive the award at the Distinguished Advisor Conference in Quebec City in November
- By: Anne-Marie Vettorel
- October 3, 2018 October 3, 2018
- 14:47
CRA to delay registered fee position “indefinitely”
This delay represents a win for industry associations and clients who pay fees on their registered plans from non-registered accounts
- By: Melissa Shin
- October 3, 2018 October 4, 2018
- 14:42
Canada lags international peers on tax reform
CPA Canada report highlights governments’ disproportionate reliance on income taxes
- By: Anne-Marie Vettorel
- October 3, 2018 October 3, 2018
- 13:00
Strong demand for group RRSPs at work
Having a group RRSP in place through employers made a significant difference in employees’ “confidence in their financial future,” new Nest Wealth study finds
- By: Anne-Marie Vettorel
- October 3, 2018 October 4, 2018
- 10:49
Mercer and Morningstar partner on investment research platform
Newly formed alliance will introduce digital platform for global investment data, research and analytics
- By: IE Staff
- October 2, 2018 October 2, 2018
- 15:20
IG Wealth Management embraces holistic financial planning
The launch of IG Living Plan will enable the company to better address the needs of HNW clients
- October 2, 2018 October 2, 2018
- 15:00
USMC Agreement aims to ensure financial services treated in “like circumstances”
A Committee on Financial Services will supervise the agreement’s implementation in the U.S., Canada and Mexico
- By: James Langton
- October 2, 2018 October 3, 2018
- 13:00
Provinces urged to rethink taxes on insurance premiums
The current tax regime lowers demand for insurance and could impose added costs on government budgets
- By: James Langton
- October 2, 2018 October 2, 2018
- 12:00
Mylo to launch registered accounts
RRSPs, TFSAs and RI options will be available through Mylo Advantage premium service
- By: Anne-Marie Vettorel
- October 2, 2018 October 2, 2018
- 10:45
CRA targets RRSP, TFSA abuses in long-awaited tax document
The federal tax agency also delays implementing registered fee position
- By: Melissa Shin
- October 1, 2018 October 2, 2018
- 17:00
IIAC congratulates Top Under 40 nominees
The 2018 winner will be announced on Oct. 25
- By: Anne-Marie Vettorel
- October 1, 2018 October 1, 2018
- 11:50
Small business owners uncertain about retirement
A particular concern among HNW entrepreneurs is whether their heirs would be interested in taking over their businesses
- By: Anne-Marie Vettorel
- October 1, 2018 October 1, 2018
- 11:50
FPSC, IQPF announce strategic partnership
The Quebec financial planning organization will become a partner of a rebranded FP Canada
- By: James Langton
- September 28, 2018 September 28, 2018
- 12:10
BMO raises $1.6 million for educational scholarships
The Equity Through Education program has raised more than $20 million since its launch in 2005
- By: Anne-Marie Vettorel
- September 28, 2018 September 28, 2018
- 11:45
Taxpayers reacted strongly to federal tax hike on high earners
Report suggests feds toughen tax enforcement and cut taxes at the top
- By: James Langton
- September 28, 2018 September 27, 2018
- 06:00
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
- By: IE Staff
- September 27, 2018 October 11, 2018
- 16:50
Investors more confident in mutual funds, discerning of fees
The percentage of clients who are aware of the changes requiring more cost and performance disclosure in their mutual fund statements rose greatly year-over-year
- By: Pablo Fuchs
- September 27, 2018 September 27, 2018
- 15:40
New partnership aims to engage HNWIs in impact investing
Genus-SVX Impact Investment Counsel brings together sourcing support, due diligence, financial analysis and portfolio building
- By: IE Staff
- September 27, 2018 September 27, 2018
- 15:00
Asset managers look to technology to improve the client experience
Companies push for more transparent and flexible access to keep their clients happy and stop them from switching firms
- By: James Langton
- September 27, 2018 September 27, 2018
- 14:25
Canadian life and health insurance industry showed strong growth in 2017
The total number of Canadians holding insurance grew to almost 29 million
- By: IE Staff
- September 27, 2018 September 27, 2018
- 10:45
Competition Bureau highlights Canada’s fintech progress
Finance minister launches Advisory Committee on Open Banking
- By: James Langton
- September 27, 2018 September 27, 2018
- 06:00
Canada’s “use it or lose it” parental leave coming three months early, in March
Moving the date of implementation up by three months could benefit more than 24,000 people
- By: Jordan Press
- September 26, 2018 September 26, 2018
- 14:50
Winfund to integrate Invesco’s advisorDUO tool into wealth management software
Mutual fund dealers and their advisors will gain access to more efficient, automated investment processes
- By: Anne-Marie Vettorel
- September 26, 2018 September 26, 2018
- 12:50
Momentum building for climate-related financial disclosures
Task Force publishes first status report
- By: James Langton
- September 26, 2018 September 26, 2018
- 12:00