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Hong Kong skyline from harbour in daylight

Billionaire wealth soared to a record US$8.9 trillion in 2017

Chinese billionaires expanded their wealth at nearly double the pace of growth in the Americas and Europe

Folders with the label Retirement Plan and Pension

Fewer private-sector workers contributing to pension plans

The number of taxfilers contributing to an RRSP has also fallen

Canadian money in the black wallet

Effective tax rate rises for Canada’s top 1%

Tax filers with a total income of more than $3 million had the largest increase in their effective federal income tax rate in 2016

businessman in a desk with financial advisor nameplate

Survey results underscore the need for title protection for financial advisors

Advocis calls on Ontario’s new government to take action to protect investors

Edmonton city center with River and bridge

AIMCo announces financial literacy charity

AIMCo Foundation aims to provide scholarships, grants and opportunities to volunteer

  • By: IE Staff
  • October 25, 2018 October 25, 2018
  • 10:15
BMO signage in Indianapolis

BMO seeks 1 million net new personal banking Canadian clients in five years

Executives outline bank’s short-term goals at investor day event

Financial Technology concept illustration of Businessman pointing at abstract blue business charts and icons

Mutual fund fees to fall by almost 20% by 2025: report

Shift to ETFs will spur asset manager consolidation in developed markets

Frontenac Castle and Dufferin Terrace - Quebec City

IA Financial shuffles wealth management division

John Kelleway takes over as president of IA Securities

Worried Young Couple Lying On Carpet Calculating Their savings, planning future, retirement fund

$250,000 salary would make Canadians feel “financially comfortable”

Income expectations vary by age

parents helping teenage son pack for college

Kids investing earlier than their parents

Advisors can help parents looking to teach financial literacy lessons

Fintech Investment - group of people in meeting with abstract charts and graphs on table

Canadian firms recognized as fintech innovators

China dominates the top of the 2018 Fintech 100

Big Marijuana Bud on Indoor Plant Under Lights at Cannabis Farm

Legalized pot provides greater opportunities for banks

Industry expansion will require more extensive financial services

Skyline of downtown Montreal in Summer

PWL announces Brenda Bartlett as new CEO

Anthony Layton will continue to play an important role as chairman

  • By: IE Staff
  • October 22, 2018 October 22, 2018
  • 17:35

National Bank launches blockchain pilot

Program aims to simplify the process for negotiating standby letters of credit

Sustainalytics and Glass Lewis partner on corporate governance data

Offering to deliver corporate governance raw data on 20,000 companies to institutional investor

Retirement written on egg in hands, nest egg, savings

Canadian retirement system remains strong, pension index reveals

Ageing populations continue to pose a challenge to governments worldwide

enior couple meeting advisor

More clarity needed on client-focused reforms: IIAC

Industry group calls for joint CSA/SRO committee to receive feedback and guidance

Firms announce combination of Invesco and OppenheimerFunds

Transaction will boost Invesco’s total assets under management to more than US$1.2 trillion

  • By: IE Staff
  • October 18, 2018 October 18, 2018
  • 15:00
hand grabbing money bag

Act now to avoid losing small business tax deduction

CIBC report offers strategies for advisors and business owners

Leadership corporate hierarchy recruiter team leader employee selection new job

Stefan Kristjanson retiring from Great-West Lifeco

Jeff Macoun named president and COO, Canada

Female advisor Businesswoman meeting with couple to sign financial contract

BMO preps rollout of financial planning tool

BMO WealthPath aims to be a more interactive and collaborative way to engage clients in financial planning discussions

  • By: Leah Golob
  • October 17, 2018 October 18, 2018
  • 15:40
west wacker drive skyline in chicago as seen from the city river

Altas Partners makes minority investment in Hub International

Investment firm’s long-term approach and deep expertise make it a welcome partner to insurance brokerage

business angel against the sky

Retail investors need ombudservice that can issue binding decisions: report

Investor Protection Clinic reviewed 40 applications for assistance in its first year

tax inspector investigating financial documents

How the CRA views seg funds in registered plans

Details from the tax folio on advantages

female advisor shaking hands with a young couple

Advocis offers early access to PFA designation program

Enrolment for association members will begin in November