Rate on spousal loans to drop
Interest rate returning to 1% in January
- By: Rudy Mezzetta
- November 22, 2013 December 14, 2017
- 16:00
Latest news in Industry News
Parents support financial literacy education in the classroom
Investor Education Fund launches resources for teachers, parents and student
- By: IE Staff
- November 21, 2013 December 14, 2017
- 12:15
DFS income rises in third quarter
AUMA climb to $36.2 billion
- By: IE Staff
- November 21, 2013 December 14, 2017
- 11:10
Thomson, Weston family fortunes see double-digit growth
Annual ranking of Canada’s wealthiest released
- By: The Canadian Press
- November 21, 2013 December 14, 2017
- 09:30
FPSC sees progress towards 2020 goal
List reports increase in CFP numbers, more momentum for recognizing financial planning as a profession
- By: Fiona Collie
- November 20, 2013 December 14, 2017
- 16:25
NYSE firms report stable Q3 results
Profit unchanged from Q2, revenues slip
- November 20, 2013 December 14, 2017
- 15:35
FPSC Foundation gets new name, more support
The Financial Planning Foundation is now getting support from the Institut québécois de planification financiére
- By: Fiona Collie
- November 20, 2013 December 14, 2017
- 13:45
Alternative asset managers targetting retail investors: Fitch
Private equity firms are going beyond HNW investors to focus on the mass affluent
- By: James Langton
- November 20, 2013 December 14, 2017
- 13:15
Northern Securities refuses OBSI recommendation for compensation
Ombudsman announces measures to speed up complaints resolution
- By: James Langton
- November 20, 2013 December 14, 2017
- 10:40
Toronto a second-tier financial centre: report
Perception driven by Bay Street’s smaller securities industry
- By: James Langton
- November 20, 2013 December 14, 2017
- 09:25
Shift to electronic disclosure will take time
Paper still the preferred method of regulators and clients alike
- By: Fiona Collie
- November 19, 2013 December 14, 2017
- 16:50
OLHI completes another successful year
OmbudService for Life & Health Insurance will continue to handle complaints related to seg funds
- By: IE Staff
- November 19, 2013 December 14, 2017
- 16:25
JPMorgan, U.S. government reach $13 billion settlement
Settlement resolves claims arising out of the sale and of residential mortgage-backed securities
- By: James Langton
- November 19, 2013 December 14, 2017
- 16:15
AGF, Primerica renew fund agreement
Primerica Concert Funds to continue investment in AGF Funds
- By: IE Staff
- November 19, 2013 December 14, 2017
- 14:45
Homeowners worried they won’t retire debt free: survey
Many do not take advantage of easy strategies to manage debt
- By: IE Staff
- November 19, 2013 December 14, 2017
- 11:40
Seniors have fewer financial regrets: poll
Majority of Canadians would make changes to life’s financial decisions, despite widespread satisfaction
- By: IE Staff
- November 19, 2013 December 14, 2017
- 11:05
‘Accidental philanthropists’ need help from advisors
Vehicles such as donor-advised funds can help clients give to small organizations over a period of time
- By: Fiona Collie
- November 19, 2013 December 14, 2017
- 10:45
TriAct to donate dark pool trading fees to Right To Play
Clients who route orders to MATCH Now marketplace on Nov. 21 will automatically contribute to the effort
- By: James Langton
- November 19, 2013 December 14, 2017
- 10:25
Female advisors poised for stronger growth: report
Female books have more large clients, fewer small clients
- By: Fiona Collie
- November 19, 2013 November 19, 2013
- 09:50
ICE buys Singapore Mercantile Exchange
Deal will add Asia to ICE’s current network of markets and clearing houses in the U.S., Canada, Brazil, the UK and Europe
- By: James Langton
- November 19, 2013 December 14, 2017
- 08:50
CLHIA calls on Ottawa to consider ultra-long bonds
Association suggests that there would likely be strong demand for ultra-long government bonds
- By: James Langton
- November 18, 2013 December 14, 2017
- 16:10
Five arrested in US$45 million ‘cyber heist’
U.S. authorities allege hackers compromised prepaid debit card accounts and operated ATM withdrawal campaign
- By: James Langton
- November 18, 2013 December 14, 2017
- 13:30
FCAC introduces guide for seniors
New resource is part of FCAC’s program focusing on improving financial literacy around specific life events
- By: James Langton
- November 18, 2013 December 14, 2017
- 13:25
Helping women make informed investment decisions
Advisors can help clients improve their financial literacy
- By: Fiona Collie
- November 18, 2013 December 14, 2017
- 11:30
Canadians spend more time thinking about money than love or leisure
Financial Planning Week study finds fewer Canadians have a financial plan
- By: IE Staff
- November 18, 2013 December 14, 2017
- 09:15