PIMCO flagship fund bleeds assets
Firm says fund is well positioned to meet redemptions
- By: James Langton
- October 2, 2014 October 2, 2014
- 07:25
Latest news in Industry News
Tangerine unveils biometric technology
Online bank Tangerine Wednesday unveiled new biometric technology that is says will revolutionize the way clients interact with its mobile banking app. As the first…
- By: IE Staff
- October 1, 2014 October 1, 2014
- 11:15
Top financial planners recognized
PlanPlus announces 2014 Global Financial Planning Awards winners
- By: IE Staff
- October 1, 2014 October 1, 2014
- 10:50
Fund Facts POS delivery rule coming in December?
Confirmation of receipt made easier for clients
- By: Fiona Collie
- October 1, 2014 October 21, 2019
- 08:05
OAS benefits to rise
Maximum basic OAS pension will increase in October
- By: IE Staff
- September 30, 2014 September 30, 2014
- 15:45
Addenda Capital introduces global tactical fixed income strategy
Montreal firm collaborates with London-based Rogge Global Partners
- By: IE Staff
- September 30, 2014 September 30, 2014
- 14:50
Selling your book? Work with an expert
The complexities of a sale make it critical for advisors to work with accountants and lawyers
- By: Fiona Collie
- September 30, 2014 October 21, 2019
- 10:15
IE 25th Anniversary Video
Investment Executive celebrates its 25th anniversary this year. In recognition of that milestone, we have created a video featuring the front pages from each issue,…
- By: Paula Virany
- September 30, 2014 October 21, 2019
- 08:21
Succession planning: Stuck in the ‘Terrible Toos’
Only 40% of advisors have given the idea of succession some kind of thought
- By: Fiona Collie
- September 30, 2014 October 21, 2019
- 07:00
Janus’ credit quality unchanged after Gross hiring: Moody’s
Regulatory uncertainty hanging over the defection
- By: James Langton
- September 29, 2014 September 29, 2014
- 14:50
Get snowbirds counting the days
Remind clients on how to avoid becoming a U.S. resident for income tax purposes
- By: Fiona Collie
- September 29, 2014 October 21, 2019
- 11:45
Canadian banks challenged by evolving operations and risks, says EY
Report identifies four key areas for banks to consider
- By: IE Staff
- September 29, 2014 September 29, 2014
- 09:00
PIMCO names successor to Gross
Daniel Ivascyn elected chief investment officer
- By: James Langton
- September 29, 2014 September 29, 2014
- 08:10
Brand building no longer an option for advisors
Regulatory changes make it imperative to communicate your value
- By: Fiona Collie
- September 29, 2014 October 21, 2019
- 07:40
BMO Capital Markets raises $1.6M for education
Trading commissions donated to charities that work to improve access to education
- By: James Langton
- September 26, 2014 September 26, 2014
- 16:10
New RI website focused on retail investors
Ethiquette intended to educate investors about responsible investment and to empower them to take action
- By: IE Staff
- September 26, 2014 September 26, 2014
- 14:35
Investor found partly responsible for losses
The B.C. court rules investor was “contributorily negligent”
- By: James Langton
- September 26, 2014 September 26, 2014
- 12:30
PIMCO founder joining Janus Capital
Bill Gross to lead firm’s efforts to focus on fixed income markets
- By: James Langton
- September 26, 2014 September 26, 2014
- 09:50
CLHIA members adopt new code on genetic testing
The code emphasizes that insurers will not require an applicant to undergo a genetic test
- By: Megan Harman
- September 25, 2014 September 25, 2014
- 15:30
Succession planning can bring in business
Starting the succession planning conversation is a great opportunity for advisors to get to know the next generation
- By: Fiona Collie
- September 25, 2014 September 25, 2014
- 07:20
IE 25th Anniversary Celebration
Friends gather to help us mark the occasion
- By: IE Staff
- September 24, 2014 October 21, 2019
- 17:00
AGF posts higher Q3 profit
Revenues down slightly
- By: The Canadian Press
- September 24, 2014 September 24, 2014
- 11:20
Former regulator joins FAIR Canada board
Investor advocacy group seta reform of the client-advisor relationship one of its top priorities
- By: James Langton
- September 24, 2014 September 24, 2014
- 11:00
Boutique firms still struggling
Investment industry performance improves, but the outlook for smaller firms remains uncertain
- By: James Langton
- September 24, 2014 September 24, 2014
- 09:20
ICE eyes Alberta approval for trade repository
New Canadian trade reporting requirements are scheduled to take effect on Oct. 31
- By: James Langton
- September 24, 2014 September 24, 2014
- 09:00