CIRO pushes retail data project to 2027
Effort to gain insight on dealers' clients will seek data from year-end 2026
- By: James Langton
- April 15, 2025 April 14, 2025
- 06:00
Top Stories in News
FSRA extends comment deadline on proposal to boost oversight of life and health insurance MGAs
The deadline has been extended to Apr. 30
- By: James Langton
- April 15, 2025 April 15, 2025
- 05:00
Single clients bear added risk, need disability and critical illness insurance
As Canada’s single population grows, advisors can add value with disability and critical illness insurance
- By: Jordan Maxwell
- April 15, 2025 April 14, 2025
- 05:00
Everything you ever wanted to know about disability claims
From adjudication to getting back to work, here's what you need to be there for your client
- By: Mark Roach
- April 15, 2025 April 18, 2025
- 05:00
Annuities are a better deal than your clients think
Low interest rates turned Canadians against the product category for years — it may be time for a reset
- By: Jonathan Got
- April 15, 2025 April 15, 2025
- 05:00
Stop trying to sell life insurance to Gen Z
They see its value, but aren't likely to respond to traditional legacy planning or worst-case-scenario pitches
- By: Kelsey Rolfe
- April 15, 2025 April 15, 2025
- 05:00
9 ways to establish your personal insurance advisor brand
Canada’s life and health insurance business is competitive — here’s how to stand out
- By: Dwarka Lakhan
- April 15, 2025 April 14, 2025
- 05:00
FSRA publishes proposed total cost reporting rules for seg fund sector
Clients will see first enhanced statements in early 2027, if rules are approved
- By: Alisha Hiyate
- April 15, 2025 April 17, 2025
- 05:00
When do clients need personal health coverage?
Self-employment, job changes and retirement could be cues to look for coverage
- By: Jonathan Got
- April 15, 2025 April 16, 2025
- 05:00
Exchanges to profit from volatile markets
Strong volumes to boost revenues from transactions and clearing: Moody's
- By: James Langton
- April 14, 2025 April 14, 2025
- 16:55
Product roundup: Harvest banks on new low-volatility ETFs
Plus, fund launches from RBC iShares, Manulife; multiple firms announce fund changes
- By: Noushin Ziafati
- April 14, 2025 April 14, 2025
- 16:49
Underestimating population growth at our peril: CIBC
Official counts may miss the mark, leaving policymakers scrambling
- By: James Langton
- April 14, 2025 April 14, 2025
- 16:16
The financial cost of the Green Party’s 9 proposed measures
An annual wealth tax would rake in $121 million over 5 years
- By: Jonathan Got
- April 14, 2025 April 14, 2025
- 16:10
Canada, U.S. stock markets rebound on Friday
Precious metals action calms, while Dow Jones tops 50K
- By: Daniel Johnson, The Canadian Press
- February 6, 2026 February 6, 2026
- 17:05
FSB flags repo market’s risk to global system
Report calls for action on data gaps, surveillance, leverage
- By: James Langton
- February 6, 2026 February 6, 2026
- 15:49
U.S. effective tariff rate down on trade deals
Trade deficit remains unchanged amid shifting tariff policy, Fitch reports
- By: James Langton
- February 6, 2026 February 6, 2026
- 14:27
Lawyer sanctioned in fake GIC scheme
Trust account used in fraud, misappropriation, Law Society finds
- By: James Langton
- February 6, 2026 February 6, 2026
- 14:47
High court declines to hear Ponzi insurance case
Policy failed to cover hedge fund investment that turned out to be a fraud
- By: James Langton
- February 6, 2026 February 6, 2026
- 12:49
Pair ran massive market manipulation scheme: SEC
Firm allegedly touted stocks on social media, while selling its holdings
- February 5, 2026 February 5, 2026
- 15:24
CFA Society Toronto announces undergrad awards
The honours will be presented Feb. 12, at the association's Embrace the Challenge event
- By: IE Staff
- February 6, 2026 February 6, 2026
- 15:43
Strategizing for clients with multiple retirement accounts
Start with flexibility, tax efficiency, simplicity
- By: Jonathan Got
- February 6, 2026 February 6, 2026
- 09:22
AI shaping performance in four insurance subsectors: report
Brokers, MGAs, software providers and TPAs set to evolve
- By: Jonathan Got
- February 6, 2026 February 5, 2026
- 08:00
Industry moves: François Trahan joins BMO as chief investment strategist
Plus, moves at Our Family Office, Harvest ETFs, Manulife Wealth, Canada Life and more
- By: Alisha Hiyate
- January 12, 2026 January 9, 2026
- 04:00
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
Product roundup: Interactive Brokers launches RRIF
Plus, National Bank changes diversified equity fund
- By: Jonathan Got
- February 6, 2026 February 6, 2026
- 13:35
New year, new records: Canada’s ETF industry starts 2026 off with a bang
Net monthly ETF inflows reach $22B in January: report
- By: Noushin Ziafati
- February 5, 2026 February 5, 2026
- 11:57
Product roundup: Picton Investments to debut private equity fund
Plus, other firms launch new products, tweak their fund lineups
- By: Noushin Ziafati
- February 2, 2026 February 3, 2026
- 16:00