New app helps planners use unified Projection Assumption Guidelines
App available to CFP, Pl. Fin. professionals
- By: IE Staff
- November 25, 2015 November 25, 2015
- 16:00
Latest news in Industry News
PMAC Conference: Building a solid foundation of trust with clients is vital
Understanding clients’ emotions and establishing your value as an advisor are important ways to build trust
- By: Rudy Mezzetta
- November 25, 2015 November 25, 2015
- 13:40
Federal leadership needed on retirement income reforms: Mintz
Solutions such as Ontario’s ORPP won’t work, he says. Expanding the CPP is an option, as are increasing limits for TFSAs, RPPs and RRSPs
- By: Tracy LeMay
- November 25, 2015 November 25, 2015
- 09:50
Engage with companies to improve their ESG performance
Dealing with companies directly to improve their environmental, social and governance performance is a better alternative than avoiding sectors, PMAC panelist argues
- By: Tessie Sanci
- November 24, 2015 November 24, 2015
- 16:55
Canadians considering DIY investing, TD survey finds
More than one-third of Canadians who don’t do any self-directed investing say they would consider it in the future
- By: IE Staff
- November 24, 2015 November 24, 2015
- 15:00
Mackenzie to enter ETFs business in 2016
The Toronto-based firm is the third mutual fund company to announce that it will be getting into ETFs within the past week
- By: Leah Golob
- November 24, 2015 November 24, 2015
- 13:15
Two Canadian insurance executives appointed to LL Global board
Rino D’Onofrio of RBC Insurance was elected vice chairman and Anthony Garcia of Foresters was appointed to a three-year term on the board
- By: Megan Harman
- November 24, 2015 November 24, 2015
- 12:10
U.K. regulators launch review of “Big Data”
The review will focus on how consumers and competition in the insurance industry may be impacted as firms make greater use of data
- By: James Langton
- November 24, 2015 November 24, 2015
- 10:30
ISS to expand coverage of Canadian firms
QuickScore will now include more than 150 companies outside the S&P/TSX composite index
- By: James Langton
- November 24, 2015 November 24, 2015
- 10:25
Court rules in favour of advisor against former dealer
Alberta court finds that a former mutual fund rep with Pewter Financial is owed more than $130,000 in unpaid commissions
- By: James Langton
- November 24, 2015 November 24, 2015
- 10:05
SIFMA announce key findings of cyber security exercise
Report highlights the importance of enhanced information sharing and co-ordination among the public and private sectors
- By: James Langton
- November 23, 2015 November 23, 2015
- 15:45
U.S. advisor headcount rises in 2014
Advisors are hiring junior team members so they can refocus their own efforts on their largest and most ideal clients
- By: James Langton
- November 23, 2015 November 23, 2015
- 12:45
Manulife the latest financial firm to join MaRS
MaRS Discover District’s fintech cluster will house the Toronto location of Manulife’s Lab of Forward Thinking
- By: Tessie Sanci
- November 23, 2015 November 23, 2015
- 12:25
U.K. asset manager review to likely lead to higher costs, lower revenues
Greater competitiveness could boost industry inflows
- By: James Langton
- November 23, 2015 November 23, 2015
- 11:30
Investia to acquire Planifax
The deal for the Quebec-firm is expected to close in January.
- By: IE Staff
- November 23, 2015 November 23, 2015
- 10:30
Bank of Canada begins search for new deputy
Deputy Governor Agathe Côté to retire in January
- November 23, 2015 January 22, 2018
- 09:30
New pension law reflects changing expectations
A new amendment that requires pension plans to state whether ESG factors are incorporated in their statement of principles did not attract much debate
- By: Fiona Collie
- November 19, 2015 November 19, 2015
- 17:35
How to deal with seniors suffering from diminished capacity
Know how to handle the unique circumstances facing the various types of older clients who are still capable of making decisions but prefer help
- By: Tessie Sanci
- November 19, 2015 November 9, 2019
- 17:20
Report calls for simplified probate process for small estates
The report aims to address concerns that the existing probate system is too costly for small estates
- By: James Langton
- November 19, 2015 November 19, 2015
- 11:30
U.K. bank scraps bonuses for retail staff
RBS measure aims to rebuild trust by ensuring that employees in branches and call centres are solely focused on customers’ needs
- By: James Langton
- November 19, 2015 November 19, 2015
- 10:40
Women occupy 19.5% of seats on corporate boards, study finds
The rise follows the introduction of a new “comply or explain” policy by securities regulators
- By: Alexandra Posadzki
- November 19, 2015 November 19, 2015
- 07:55
IFB, CDPSF form new strategic partnership
Industry associations unite to strengthen training for independent advisors
- By: IE Staff
- November 18, 2015 November 18, 2015
- 15:50
Watch what you say when speaking with prospective clients
Try not to talk too much, ask clients what they would like to know and say things in a way that’s easy for clients to…
- By: Tessie Sanci
- November 18, 2015 November 9, 2019
- 15:40
Study reveal significant gender gap in financial literacy levels
Canada’s 17-percentage-point gap is twice as large as in the other G7 advanced economies
- By: James Langton
- November 18, 2015 November 18, 2015
- 12:00
Retiring Canadians concerned about not having a financial plan
Although most are worried about what they’ll need financially, retirement funds are going further than most retirees expected
- By: Tessie Sanci
- November 18, 2015 November 18, 2015
- 10:00