Letters to the Editor: Targeted help for savers the best approach
CLHIA counters IE editorial supporting expansion of public pensions
- By: Frank Swedlove
- July 13, 2015 July 13, 2015
- 11:15
Latest news in Industry News
Canadians say they can’t afford to save more for retirement
Employed Canadians and small business owners favour RRSPs and TFSAs over mandatory CPP increases
- By: Tessie Sanci
- July 13, 2015 July 13, 2015
- 11:00
FBI seeks Canadian victims of alleged investment scam
Indictment alleges that Melvin Palmer defrauded 76 investors of approximately US$2.7 million
- By: James Langton
- July 10, 2015 July 10, 2015
- 16:05
Financial advisor convicted for defrauding NHL players
Phillip Kenner and associate Tommy Constantine pocketed millions of dollars in several schemes targeting NHL players and other investors, U.S. court rules
- By: James Langton
- July 10, 2015 July 10, 2015
- 13:30
Interest rate hike could have big impact on Canadians
The increase in debt levels over the past few years is a worrisome side effect of a prolonged period of low interest rates
- By: Tessie Sanci
- July 10, 2015 July 10, 2015
- 11:30
Feds trust CCMR will withstand Quebec court challenge
Ottawa is comfortable that the CCMR’s structure is consistent with the directions the SCC provided in 2011
- By: Tessie Sanci
- July 10, 2015 July 10, 2015
- 09:25
Almost half of advisors not concerned about robo-advisors
Survey suggests advisors may not be paying enough attention to this trend
- By: Megan Harman
- July 9, 2015 July 9, 2015
- 16:00
Wealth transfer threatened by poor communication
Majority have not discussed inheritances with an advisor
- By: Tessie Sanci
- July 9, 2015 July 9, 2015
- 14:25
CFA Institute report underscores growing concern for global retirement security
The report outlines 10 principles for an ideal retirement system
- By: Tessie Sanci
- July 8, 2015 July 8, 2015
- 14:25
Fairfax completes Brit acquisition
OMERS to take 30% stake in U.K.-based specialty insurer from Fairfax
- By: IE Staff
- July 8, 2015 July 8, 2015
- 09:15
CCMR to face court challenge in Quebec
The province is continuing to defend its power over securities legislation
- By: James Langton
- July 7, 2015 July 7, 2015
- 16:40
Asset managers face challenges despite record profits
Net new flows remain well below those achieved before the financial crisis
- By: James Langton
- July 7, 2015 July 7, 2015
- 14:35
U.S. proposals may squeeze complex financial products: Fitch
Extension of a best-interests standard to retail advisors could drive a revamp of business practices
- By: James Langton
- July 7, 2015 July 7, 2015
- 13:45
Letters to the Editor: Need for more CE credits exaggerated
Many are not needed and will be viewed as a cash grab
- By: James Robertson
- July 6, 2015 July 6, 2015
- 14:10
Ottawa aims to beef up anti-money laundering laws
Proposed amendments would strengthen the legislation and increase financial services firms’ due diligence requirements
- By: James Langton
- July 6, 2015 July 6, 2015
- 11:35
MD Financial launches advisor team for medical students
Students and residents gain access to a dedicated advisor who can provide personalized financial help and guidance
- By: IE Staff
- July 3, 2015 July 3, 2015
- 14:45
FINTRAC fines U.K. money service
Coin Co International violated anti-money laundering rules
- By: James Langton
- July 3, 2015 July 3, 2015
- 10:15
Global uncertainty drives decline in Canadian pension health
Higher bond yields increase solvency funded ratio for Q2, but volatility and new risks weigh on outlook
- By: IE Staff
- July 3, 2015 July 3, 2015
- 09:30
CASL and class action risk
Recipients of spam may sue, starting in 2017
- By: Jim Middlemiss
- July 3, 2015 November 9, 2019
- 05:55
More help needed for holders of RRIFs: report
Eliminating minimum withdrawals entirely may be the best way to help retirees enjoy financial security
- By: James Langton
- July 2, 2015 July 2, 2015
- 12:00
CASL Update: Most advisors managing the basics well
But several hot spots may still cause trouble
- By: Jim Middlemiss
- July 2, 2015 November 9, 2019
- 11:15
Ontario launches consultation on financial planning
Expert committee seeks feedback on the definition of financial planning, and how planning differs from advice
- By: James Langton
- July 2, 2015 November 9, 2019
- 10:30
Canada Life completes Irish acquisition
LGII enhances firm’s presence in the U.K.
- By: IE Staff
- July 2, 2015 July 2, 2015
- 10:00
Upstart stock market Aequitas NEO Exchange on track to its goals, CEO says
Jos Schmitt says the company is looking to compete on more than just costs
- By: Alexandra Posadzki
- July 2, 2015 July 2, 2015
- 08:00
PlanPlus to examine investor risk tolerance assessment practices
The goal is help firms and advisors gain a better understanding of their clients
- By: James Langton
- June 30, 2015 June 30, 2015
- 10:20