Industry

CPPIB partners with private equity firm Cinven for Hotelbeds Group deal

April 28, 2016 The Canadian Press
Practice Management

Five things you need to know about the DOL fiduciary rule

April 28, 2016 Dan Richards
Five things you need to know about the DOL fiduciary rule

Investor lawsuit dismissed by B.C. top court

April 27, 2016 James Langton
Practice Management

Keeping clients focused on the long term

April 27, 2016 Dwarka Lakhan

IIAC chief highlights erosion of brand loyalty

April 27, 2016 James Langton

Dundee Securities, Echelon Wealth complete advisor deal

April 26, 2016 James Langton
Practice Management

Helping clients in times of grief

April 26, 2016 Dwarka Lakhan
Working with grieving clients
Client Communications

Communicating across the generations

April 25, 2016 Dwarka Lakhan
Demographic changes are impacting the retirement landscape

Regulators expect greater effort from firms on advisors’ outside business activities

April 25, 2016 Tessie Sanci
OSC compliance reviews continue to reveal deficiencies

WisdomTree enters Canadian ETF market

April 22, 2016 Tessie Sanci
Financial Planning

The break-up: When clients get divorced

April 22, 2016 Dwarka Lakhan

Deadline to register for FPSC exams is May 3

April 22, 2016 IE Staff
MFDA wants to regulate “financial planner” title