Client engagement drives growth: study
Engaged clients provide the vast majority of all referrals
- By: IE Staff
- December 15, 2011 December 15, 2011
- 13:00
Latest news in Industry News
Finance committee calls for review of income taxes
Ottawa should appoint expert panels to “modernize and simplfy” personal income taxes, committee says
- By: Julian Beltrame
- December 15, 2011 December 15, 2011
- 09:30
Know Your Financial Advisor launches advisor credential check
KYFA Trusted badge aimed at striking the balance between protecting investors and rewarding trustworthy advisors
- By: IE Staff
- December 14, 2011 December 14, 2011
- 17:15
Fitch downgrades five European banks
Downgrades reflect the stronger headwinds facing the banking industry as a whole
- By: James Langton
- December 14, 2011 December 14, 2011
- 16:30
Consultant competitors join together
Best known for his high-energy presentations on the art of high performance and his advocacy of principled professionalism, Burlington, Ont.-based Jim Ruta has agreed to…
- By: IE Staff
- December 14, 2011 December 14, 2011
- 15:30
BMO calls for hike in RDSP contribution limit
Bank recommends changes to 10-Year Rule
- By: IE Staff
- December 14, 2011 December 14, 2011
- 10:15
IIAC forecasts sharp drop in industry profits: report
The challenge to generate satisfactory earnings may lead to more consolidation within the industry
- By: James Langton
- December 14, 2011 December 14, 2011
- 08:15
Institutional investors braced for year of low growth
Appeal growing for U.S. and emerging market equities
- By: James Langton
- December 13, 2011 December 13, 2011
- 13:45
Retirement reality not meeting expectations for many Canadians, poll finds
Fewer retirees becoming snowbirds
- By: The Canadian Press
- December 13, 2011 December 13, 2011
- 12:35
Canadian households still taking on more debt: StatsCan
Household net worth declined by 2.1% to $180,100 during the third quarter
- By: Julian Beltrame
- December 13, 2011 December 13, 2011
- 12:30
Emerging markets an untapped opportunity for affluent investors: survey
Canadian affluent investors are overlooking emerging markets, which don’t necessarily make their travel list
- By: IE Staff
- December 13, 2011 December 13, 2011
- 11:00
Employer pension assets dip: StatsCan
A rise in the value of fixed income assets was offset by a drop in equity investments
- By: James Langton
- December 13, 2011 December 13, 2011
- 09:50
CI Investments introduces mobile app
A new level of convenience for clients
- By: IE Staff
- December 12, 2011 December 12, 2011
- 16:15
Canadian P&C insurers stable despite challenges: S&P
Industry performance has probably hit bottom and results could improve in 2012
- By: James Langton
- December 12, 2011 December 12, 2011
- 13:50
Sun Life to stop selling variable annuity, individual life products in U.S.
Decision follows strategic review
- By: David Friend
- December 12, 2011 December 12, 2011
- 11:55
LSE to acquire rest of FTSE index provider
Deal designed to ease the exchange’s global expansion and growth, and diversify its business
- By: James Langton
- December 12, 2011 December 12, 2011
- 09:40
Investment complaints taking longer to resolve, OBSI says
Co-operation from certain firms is lacking
- By: James Langton
- December 9, 2011 December 9, 2011
- 13:45
Moody’s downgrades three French banks
Outlooks for Credit Agricole SA, Société Générale and BNP Paribas are negative
- By: James Langton
- December 9, 2011 December 9, 2011
- 09:50
Maple side steps report of obstacle to Alpha talks
The group planning to buy TMX is in ongoing discussions with Alpha
- By: The Canadian Press
- December 9, 2011 December 9, 2011
- 08:15