Raymond James welcomes back IP Strategies team
Ottawa branch headed by portfolio manager Richard Kluska
- By: IE Staff
- June 10, 2015 June 10, 2015
- 09:15
Latest news in Industry News
Active social media presence could lead to new business
Prospective clients could use social media to learn about your extensive qualifications or expertise and decide to invest with you as a result
- By: Tessie Sanci
- June 10, 2015 June 10, 2015
- 06:30
Include RESPs and RDSPs in client planning
Minister of State (Social Development) Candice Bergen reminds advisors to make sure they tell clients about government savings vehicles for education and the disabled (RESPs…
- By: Candice Bergen
- June 9, 2015 November 9, 2019
- 15:30
Advisors can add significant returns to client portfolios
New Vanguard research provides a framework to help advisors focus on the areas that offer the most value to clients
- By: Jade Hemeon
- June 9, 2015 June 9, 2015
- 15:10
First customer goes live with Aequitas smart order router
The technology is designed to protect orders from predatory trading
- By: James Langton
- June 9, 2015 June 9, 2015
- 14:15
CPPIB strikes $12B deal to buy Antares from GE Capital
Chicago-based private equity lender will give pension fund a significant presence in U.S. lending sector
- By: The Canadian Press
- June 9, 2015 June 9, 2015
- 13:40
New national financial literacy strategy focused on three goals
Financial advisors are expected to be a part of the strategy by discussing key topics such as budgeting and debt management with clients
- By: Fiona Collie
- June 9, 2015 June 9, 2015
- 13:00
CIFPs 2015: Beat the robo-advisor competition
Shawn Brayman, president, PlanPlus Inc., explains how to compete against robo-advisory services by redefining your value proposition and billing model, focusing on areas where you…
- By: Shawn Brayman
- June 9, 2015 November 9, 2019
- 09:30
Canadians expect to run out of money in retirement
About a third of pre-retired and retired Canadians have saved less than $50,000 for their twilight years, survey finds
- By: Tessie Sanci
- June 8, 2015 June 8, 2015
- 14:00
IIAC’s new resource centre to help firms manage cyber risks
The online tool includes features such as a guidebook, simple explanations and access to relevant U.S. websites
- By: Tessie Sanci
- June 8, 2015 June 8, 2015
- 13:50
CIFPs 2015: The economics of retirement
Peter Drake, vice president, retirement & economic research with Fidelity Investments Canada ULC, discusses key economic and demographic trends that will impact future financial planning.…
- By: Peter Drake
- June 8, 2015 November 9, 2019
- 13:35
Stifel to buy Barclays’ U.S. wealth management unit
Deal includes 180 advisors
- By: James Langton
- June 8, 2015 June 8, 2015
- 12:00
Competing against robo-advisors
Consistent service and fees are key areas where robo-advisory services have an edge
- By: Tessie Sanci
- June 8, 2015 November 9, 2019
- 10:50
Much opposition to ORPP at the CIFPs
Introduction of provincial plan means clients would substitute their TFSA or RRSP investments for the mandatory public pension
- By: Tessie Sanci
- June 8, 2015 November 9, 2019
- 06:45
Ensure your practice is properly protected
With claims against advisors on the rise, you need to ensure you obtain the proper E&O insurance for your practice by asking some key questions
- By: Megan Harman
- June 8, 2015 November 9, 2019
- 06:35
Time to go after millennial clients is now
Although there are misperceptions about this demographic, data show that these young adults are on track just the way baby boomers were 30 years ago
- By: Megan Harman
- June 8, 2015 November 9, 2019
- 06:30
OBSI approved as banking external complaint body
The search for a new CEO continues
- By: James Langton
- June 5, 2015 June 5, 2015
- 15:30
CIFPs 2015: Tax update from Jamie Golombek
Jamie Golombek, managing director of tax and estate planning with CIBC’s wealth advisory services division, discusses key tax issues and upcoming tax changes that may…
- By: Jamie Golombek
- June 5, 2015 November 9, 2019
- 14:00
Advisors facing a regulatory storm
Regulatory developments both at home and abroad have resulted in an unprecedented landscape, lawyer says
- By: Tessie Sanci
- June 5, 2015 November 9, 2019
- 13:50
Much confusion remains on CRM2
The new regulatory system will necessitate advisors to follow incredibly detailed requirements
- By: Tessie Sanci
- June 5, 2015 November 9, 2019
- 13:10
Raising the retirement age: Issues and consequences
Robert Brown, professor emeritus, University of Waterloo, discusses the actuarial impact of raising the retirement age. He outlines how key future demographics will impact retirement…
- By: Robert Brown
- June 5, 2015 November 9, 2019
- 09:10
CIFPs elects new chairman
James Boylan succeeds Tony Mahabir
- By: Megan Harman
- June 5, 2015 November 9, 2019
- 07:00
Greater proficiency standards and professionalism should be welcomed
The Ontario government’s expert committee’s recommendations, which are expected for early next year, could have repercussions for advisors across Canada
- By: Megan Harman
- June 5, 2015 June 5, 2015
- 06:40
CRA to invest $10 million to fight terrorist financing in the charitable sector
The measure is part of a broader package the federal government announced on Thursday targeting terrorist activities
- By: Rudy Mezzetta
- June 4, 2015 June 4, 2015
- 16:10
TMX Group CEO explains firm’s strategic realignment
The firm will focus on four main areas of potential growth: capital formation; derivatives; market data; and market solutions
- By: James Langton
- June 4, 2015 June 4, 2015
- 14:50