The role for universal life
Universal life insurance can provide benefits such as flexibility and tax-exempt investment room, but the product is not suitable for all clients
- By: Megan Harman
- April 4, 2017 November 9, 2019
- 15:00
Top Stories in News
Industry News
FMIs made substantial enhancements to their risk management practices in 2016: report
Priorities for 2017 will include enhancing cybersecurity action plans and finalizing recovery plans
- By: James Langton
- April 4, 2017 December 19, 2017
- 15:00
CPP expansion needs solid plan to deal with shortfalls
A new report expresses concern that real return estimates may be unrealistic, and making younger workers pay higher contributions should thus be avoided
- By: James Langton
- April 4, 2017 December 19, 2017
- 14:30
The great universal life debate
As universal life products evolve, some advisors say these products continue to be attractive while others say UL has no place in a client’s portfolio
- By: Megan Harman
- April 4, 2017 November 9, 2019
- 14:15
From the Regulators
CSA introduces proposed rules for OTC derivatives markets
The new regulatory regime would establish conduct rules similar to those for dealers in equities markets, but with unique measures
- By: James Langton
- April 4, 2017 February 15, 2019
- 11:25
Research and Markets
TMX aims to get growing U.S. firms listed on its exchanges
The company has embarked on a five-city venture capital roadshow touting the TSX and TSXV beginning in Santa Monica, Calif., on Tuesday
- By: James Langton
- April 4, 2017 April 4, 2017
- 11:15
First Asset to terminate advisor class units
Demand for advisor class units, which make up less than 2% of the firm’s AUM, is expected to decline as new regulatory measures take shape
- By: Beatrice Paez
- April 4, 2017 October 17, 2019
- 10:30
WCM expanding to Calgary
With the introduction of the new chapter on Friday, the advocacy group will be represented in Canada’s Big Four cities for the financial services sector
- By: James Langton
- April 4, 2017 December 19, 2017
- 10:15
Regulators’ Report Card: COs, execs share their views on key issues
Pablo Fuchs, senior editor with Investment Executive and Fiona Collie, staff writer, discuss survey participants’ thoughts about the CSA’s proposal to introduce a best interest…
- By: Fiona Collie, Pablo Fuchs
- April 4, 2017 November 9, 2019
- 09:50
Research and Markets
Canada posted $972 million trade deficit for February
Economists had expected a surplus of $500 million
- By: The Canadian Press
- April 4, 2017 April 4, 2017
- 09:10
Products
Douglas Cooper joins Empire Life as portfolio manager
Cooper, formerly of CI, will co-manage various Canadian equities-focused funds with Empire Life CIO Ian Hardacre
- By: IE Staff
- April 4, 2017 October 17, 2019
- 06:45
Industry News
AdvisorStream expands services with LinkedIn integration
Advisors will now be able to share compliance-approved articles available in AdvisorStream’s library with their LinkedIn connections
- By: Beatrice Paez
- April 3, 2017 December 19, 2017
- 16:25
Research and Markets
TSX kicks off Q2 with gains
New York markets slip
- By: Alexandra Posadzki
- April 3, 2017 April 3, 2017
- 16:15
AI names push stock markets higher on Friday
'Hot print' from Micron Technologies boosted enthusiasm for tech stocks, says portfolio manager
- By: Daniel Johnson, The Canadian Press
- December 19, 2025 December 19, 2025
- 17:15
Wage growth slowing, ECB data shows
Central bank sees slowdown in wage gains from collective agreements
- By: James Langton
- December 19, 2025 December 19, 2025
- 16:43
Bank of Japan hikes policy rate
Rise in benchmark short-term rate to 0.75% is aimed at curbing inflation
- By: Elaine Kurtenbach, The Associated Press
- December 19, 2025 December 19, 2025
- 09:38
SEC sanctions Canadian over pump-and-dumps
Accountant allegedly found assets used to lure investors to schemes
- By: James Langton
- December 19, 2025 December 19, 2025
- 15:39
Executive banned in failed real estate scheme
OSC forgoes monetary sanctions, amid bankruptcy, ongoing litigation
- By: James Langton
- December 19, 2025 December 19, 2025
- 14:56
SEC sanctions key figures in FTX scandal
Execs that previously pleaded guilty in fraud case accept regulatory sanctions
- By: James Langton
- December 19, 2025 December 19, 2025
- 13:42
Impersonation scams threaten advisors and their clients
High-profile firms and their clients were targeted in 2025
- By: IE Staff
- December 22, 2025 December 9, 2025
- 01:34
Industry moves: Michelle Connolly joins Q Wealth
Plus, Raymond James gains Richardson advisor, and promotions at BMO, CI GAM, Wellington-Altus and more
- By: Alisha Hiyate
- December 19, 2025 December 19, 2025
- 16:50
ASC extends safe harbour regime to climate-related disclosures
Provincial regulator can halt trading when misinformation circulates
- By: Jonathan Got
- December 19, 2025 December 19, 2025
- 10:47
Industry moves: Richardson Wealth, CIBC Wood Gundy and CI Assante score veteran teams
Plus, Wellington-Alus Private Counsel and Ninepoint Partners add new talent
- By: Alisha Hiyate
- October 3, 2025 November 12, 2025
- 17:39
Industry moves: John MacIntyre named chair of TD Bank
Also, moves at Mackenzie Investments, Edward Jones Canada and the CSA
- By: Alisha Hiyate
- August 4, 2025 August 1, 2025
- 00:33
Industry moves: Huston Loke leaves FSRA
Plus, moves at BMO Private Wealth, Fiera Capital and CIBC GAM
- By: Alisha Hiyate
- July 18, 2025 July 18, 2025
- 17:06
Investment fund sales, assets climbed in November: SIMA
Mutual fund, ETF AUM rose for the seventh consecutive month
- By: Noushin Ziafati
- December 19, 2025 December 19, 2025
- 11:58
Product roundup: Ardian brings evergreen PE fund to Canada
Plus, other product launches and news, including more ESG fund terminations
- By: Noushin Ziafati
- December 15, 2025 December 16, 2025
- 11:29
The ETF year in review
More than 300 new products landed in 2025 — a new record
- By: Rudy Luukko
- December 12, 2025 December 12, 2025
- 13:24