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Research and Markets

Manulife, Sun Life report Q1 earnings

Insurers attribute performance in some areas to higher rates, lower equity markets

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Research and Markets

Corporate pension gains to be short-lived: Moody’s

Funding improvements from 2021 in doubt amid market volatility

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People

Conservative debate: Poilievre promises to fire Macklem

The leadership candidate took aim at the central bank's role in rising inflation

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Industry News

Brookfield to spin off asset management business

A 25% stake in the new company will be distributed to shareholders by year's end

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From the Regulators

CSA unveils new SRO’s board

The Canadian Securities Administrators say the new SRO's CEO will be named in the coming weeks

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From the Regulators

UBS settles with MX

Firm settled allegations involving unapproved electronic access

Aerial view of Shanghai skyline. Top view of deep water port with cargo ship and containers in Shanghai.
Research and Markets

Chinese lockdowns stoke supply chain struggles

Port activity drops, adding to inflation woes, Fitch says

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Research and Markets

OECD job markets still gaining strength

Two-thirds of OECD countries have now improved on pre-pandemic jobless rates

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From the Regulators

Former Fortune head gets jail time

David Singh was sentenced to three and a half years in jail and ordered to pay $4.8 million in restitution

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Research and Markets

Market volatility weighs on sustainable bond activity

Moody's says new issuance now looks flat amid war, inflation, rate hikes

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Industry News

U.S. inflation hit 8.3% last month but slows from 40-year high

Grocery prices up 10.8%, steak is “almost out of the question”

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Research and Markets

How advisors are positioning portfolios amid rising rates

Some advisors are looking at GICs, short-term bonds, alternatives and mortgage products for clients

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Industry News

Big firms bank on attracting advisors

Industry leaders cite planning, culture, banking power to fuel advisor practices

Ontario, Quebec yet to match feds’ proposed small business tax break

The federal budget proposed increasing the level of taxable capital at which a business can still access the small business rate

Trends in claims against advisors

Red flags to guard against in your practice were outlined at an IFB event

CI to ramp up recruiting under consolidated Canadian wealth unit 

Firm plans to rebrand Aligned Capital to link it directly with CI brand "at some point," CEO says

Executive moves this week

Across big banks and independent firms, many shifts are occurring

Carte Wealth appoints new president

Maria Jose Flores was named the firm's president on May 3, and she plans to take the dealer to $50B in AUA

More traditional finance professionals shifting to crypto as sector grows up

High-profile hires have helped to erode some of the stigma around the space

Wanted: a substitute for the 60-40 portfolio

Alternatives, covered calls and broad diversification can all boost returns as bonds and stocks become more correlated

ETF flows slow in brutal April

Cryptoasset ETFs saw the largest outflows since the funds were created

Canadian sustainable funds draw assets in slumping market

It was also another big quarter for product launches, a Morningstar report said

Private equity fund CEO gets jail for fraud

Scheme secured US$133 million in loans based on forged documents

Cloud outsourcing poses systemic risk

ESMA paper says policy action may be needed to ensure resilience

Automated disclosure fails retail investors, Europe’s regulators say

Recommendations aim to address poor practices in investment product disclosure

Ransomware a growing threat to governments

Costa Rica declares emergency over ongoing cyberattack

Emerging markets face net-zero challenges too: Moody’s

Large increase in sustainable investment needed for developed markets to meet climate goals

Stablecoins’ untethering may prompt regulation: Fitch

Prominent cryptos losing their pegs is a wake up call to investors, regulators

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Address change would be temporary until quarantine efforts are lifted

  • By: IE Staff
  • April 1, 2020 May 13, 2020
  • 10:21

Keep calm and listen to your clients

We haven’t been through anything like this, but we’ve been through similar crises and recovered

SEC warns of new digital offerings

So-called IEOs may be rife with the same misconduct associated with ICOs