Latest news in Industry News

Home Equity Income Trust sets conversion date

Trust to pay final distribution of 12¢ per unit

By: IE Staff
June 12, 2009 June 12, 2009
10:04

Aboriginal communities poised for economic transformation: report

Financial services sector has been a particular area of growth

By: Megan Harman
June 11, 2009 June 11, 2009
15:10

More work to be done to restore global financial market confidence: IIF

World financial leaders meet in Beijing

By: IE Staff
June 11, 2009 June 11, 2009
14:45

CIBC’s Golombek: Top five TFSA opportunities

By: Jamie Golombek
June 11, 2009 January 21, 2018
12:18

Overcoming three obstacles to fee-based business

Marc Lamontagne, an advisor and principal at Ryan Lamontagne Inc. describes three perceived obstacles to fee-based planning. He was part of a panel about fee-based…

By: IE Staff
June 11, 2009 June 11, 2009
11:35

Part 3: Overcoming three obstacles to fee-based business

By: Marc Lamontagne
June 11, 2009 December 15, 2017
09:03

Financial literacy is key to regaining clients’ trust

IFIC conference stressed that educating young Canadians on financial matters must be of utmost importance

By: Olivia Glauberzon
June 10, 2009 June 10, 2009
16:46

Part 2: Disclosing costs and value of fees to clients

By: Shawn Brayman
June 10, 2009 December 15, 2017
15:08

Part 1: How to charge fees, what clients should know

By: John De Goey
June 10, 2009 December 15, 2017
12:27

Educating advisors and clients “the ultimate solution”

Regulatory reform can only go so far in curing the financial services industry’s ills, says CIFPs head

By: Megan Harman
June 10, 2009 June 10, 2009
10:35

CEO describes firm’s relationship with accountants

By: Ken Rousselle
June 10, 2009 December 15, 2017
10:29

TFSA can serve many uses in financial planning: Golombek

The new tax-free savings account offers a variety of opportunities for different types of clients, suggests tax and estate planning expert

By: Megan Harman
June 10, 2009 June 10, 2009
10:13

Slow transition to a fee-based practice could hamper long-term revenue growth, planners told

There may be obstacles in moving from a commission-based to fee-based practice, but financial advisors could benefit from making the transition sooner rather than later,…

By: Megan Harman
June 10, 2009 June 10, 2009
09:08

Thomas Murray affirms rating for CDS Clearing and Depository Services

CDS Clearing and Depository Services Inc. said Tuesday that the rating agency for industry custodians has reaffirmed its rating, indicating very low risk overall.CDS says…

By: James Langton
June 10, 2009 June 10, 2009
06:51

LOMA awards insurers for employee development

Top students recognized at annual conference

By: IE Staff
June 9, 2009 June 9, 2009
15:29

Size of toxic assets has increased at major U.S. banks: report

Several of the U.S. banks that are seeking to repay their Troubled Asset Relief Program bailout money now have more toxic assets on their books…

By: James Langton
June 9, 2009 June 9, 2009
13:20

Hockin optimistic about single securities regulator

New system would mean one standard of care for financial planners, rather than 13 (IE:TV)

By: Megan Harman
June 9, 2009 June 9, 2009
12:03

10 U.S. banks approved to repay TARP loans

U.S. Treasury will receive US$68 billion in repayment proceeds

By: James Langton
June 9, 2009 June 9, 2009
11:40

NYSE firms swing to a profit in Q1

New York Stock Exchange firms returned to profitability in the first quarter, the NYSE reported Tuesday.NYSE firms that conduct business with the public (a group…

By: James Langton
June 9, 2009 June 9, 2009
10:55