Advisor business support growing across Canada’s wealth firms
There's higher demand for advisor coaching and consulting that can't be ignored
- By: Katie Keir
- November 24, 2022 November 24, 2022
- 09:00
Latest news in Industry News
Some Big Six banks pulling ahead of others on climate policy: report
TD released total financed emissions, all six lag in setting oil and gas financed-emissions targets: Investors for Paris Compliance
- By: Ian Bickis, The Canadian Press
- November 23, 2022 November 23, 2022
- 14:40
Fed at last meeting saw few signs that inflation was easing
Some U.S. central bank officials encouraged by falling commodity prices, unclogging supply chain
- By: Paul Wiseman, The Associated Press
- November 23, 2022 November 23, 2022
- 14:27
First-time homebuyers can use FHSA and HBP, feds propose
Rules governing new tax-free home savings account to be effective April 1, 2023
- By: Rudy Mezzetta
- November 23, 2022 November 23, 2022
- 09:58
Statistics Canada reports retail sales down 0.5% in September
Gasoline down 2.4%, convenience store sales drop 1.5%
- By: The Canadian Press
- November 22, 2022 November 22, 2022
- 10:05
Smith Financial to buy Home Capital Group as mortgage industry under strain
The all-cash offer provides certainty for shareholders, Home Capital board chairman says
- By: Ian Bickis, The Canadian Press
- November 21, 2022 November 21, 2022
- 14:56
The fate of advisors who get bought out by property and casualty brokerages
P&C brokers often want you to stay if they buy your firm
- By: Philip Porado
- November 18, 2022 November 18, 2022
- 16:35
Industry moves this week
Changes include executive shifts at iA Financial Group related to wealth division
- By: Katie Keir
- November 18, 2022 November 18, 2022
- 11:55
Ontario Teachers’ Pension Plan writes down FTX investment to zero
Less than .05% of assets invested in FTX, aiming for emerging fintech exposure
- By: The Canadian Press
- November 18, 2022 November 18, 2022
- 11:05
Two potential upsides if you’re bought by a property and casualty brokerage
Potential productivity gains when P&C broker buys an advisory firm
- By: Philip Porado
- November 17, 2022 November 17, 2022
- 16:55
Fed official suggests substantial rate hikes may be needed
James Bullard is a voting member of the Federal Reserve's rate-setting committee
- By: Christopher Rugaber, The Associated Press, The Associated Press
- November 17, 2022 November 17, 2022
- 15:54
IA Financial Group launches RIA
Investment advisors registered with the new firm will be licensed in both Canada and the U.S.
- By: IE Staff
- November 17, 2022 November 17, 2022
- 15:51
Lysander named top overall group in Lipper Awards
Manulife, Dynamic won group awards for ETFs
- By: IE Staff
- November 17, 2022 November 17, 2022
- 11:35
New CEO of FTX blasts its handling of financial information
Many FTX Group companies had no appropriate corporate governance nor held board meetings
- By: Michelle Chapman, The Associated Press
- November 17, 2022 November 17, 2022
- 10:31
Liberal tax promise tracker, post-fiscal update
Here’s the status of proposals that matter to your clients
- By: Melissa Shin
- November 17, 2022 November 23, 2022
- 09:00
U.S. retail sales rose 1.3% last month, a sign of resilience
Credit card balances up 15%, grocery spending down
- By: Christopher Rugaber, The Associated Press
- November 16, 2022 November 16, 2022
- 12:17
CMHC says annual pace of housing starts slowed in October
Rate dropped 11% to 267,055 units, from 298,811 in September
- By: The Canadian Press
- November 16, 2022 November 16, 2022
- 12:04
Economists see signs of inflation easing, despite annual rate holding steady
Mortgage interest, gas and grocery costs are rising but inflation slowed to 6.9% from 8.1% in June
- By: Nojoud Al Mallees, Canadian Press
- November 16, 2022 November 16, 2022
- 11:10
So, you want to be an independent advisor?
Tips from those who made the transition
- By: Todd Humber
- November 16, 2022 November 16, 2022
- 09:16
Ontario to expand access to small-business tax rate, increase disability and senior payments
The province's fall economic outlook forecasts a deficit of $12.9 billion in this fiscal year
- By: Rudy Mezzetta, The Canadian Press
- November 14, 2022 January 17, 2023
- 15:46
Financing as an option when buying a book of business
Availability of capital is influencing acquisitions
- By: Michelle Schriver
- November 14, 2022 November 14, 2022
- 11:25
CRA announces TFSA limit for 2023
Inflation leads to big jump in tax bracket thresholds as well
- By: Rudy Mezzetta
- November 14, 2022 November 14, 2022
- 10:20
Despite FTX crisis, it’s not the end for the crypto sector, says industry insider
Investors likely to become more conservative: Ether Capital CEO
- By: The Canadian Press
- November 11, 2022 November 11, 2022
- 16:02
How to talk to young clients about life insurance
The younger you are, the more affordable the coverage is
- By: Maddie Johnson
- November 11, 2022 November 11, 2022
- 15:42
Gerry Schwartz to step down as CEO at Onex, Bobby Le Blanc named next CEO
Founder Schwartz remains chairman of private equity firm with US$47B in AUM
- By: The Canadian Press
- November 11, 2022 November 11, 2022
- 13:25