AI tools for financial advisors are already here
From meeting prep to constructing financial plans, here's how advisors are making use of new tech
- By: Mark Burgess
- September 28, 2023 September 28, 2023
- 13:22
Top Stories in News
Fake Epstein investigation fraudster gets jail
Serial scammer duped companies out of over US$1 million to fund fictional investigations
- By: James Langton
- September 27, 2023 September 27, 2023
- 16:33
Climate funds growing alongside global temps
Assets growing but portfolio companies not on track to avert disaster
- By: James Langton
- September 27, 2023 September 27, 2023
- 14:55
Why aren’t more advisors incorporating home equity into retirement plans?
New research looks at what's preventing advisors from recommending home equity release schemes
- By: Mark Burgess
- September 27, 2023 November 10, 2023
- 14:25
Record population growth persists: StatsCan
At current rates, population would double in 25 years
- By: James Langton
- September 27, 2023 September 27, 2023
- 14:02
U.S. consumer spending to cool sharply: Fitch
Households to curtail spending amid softer labour markets, easing wage growth
- By: James Langton
- September 27, 2023 September 27, 2023
- 13:27
Blackstone officially opens Canadian office in Toronto
Move comes as interest grows in alternative assets
- By: Mark Burgess
- September 27, 2023 September 27, 2023
- 11:57
Crypto Ponzi schemer sentenced
Investors were promised profits from crypto trading and mining
- By: James Langton
- September 26, 2023 September 26, 2023
- 16:57
Clients may be more open to discussing serious illness planning than death planning
Help clients prepare for a serious illness
- By: Melissa Shin
- September 26, 2023 September 26, 2023
- 16:29
From the Regulators
FP Canada calls for fee fairness under title protection
FSRA's fee rule for credentialing bodies exempts CIRO from full costs
- By: Michelle Schriver
- September 26, 2023 September 26, 2023
- 15:48
Industry News
Feds unlock another $20 billion for low-cost rental construction financing: Freeland
The government is raising the limit on the Canada Mortgage Bonds program to $60 billion
- By: The Canadian Press
- September 26, 2023 September 26, 2023
- 15:24
From the Regulators
BCSC settles with participants in consultant scheme
Firm admitted insider trading, abusive market conduct
- By: James Langton
- September 26, 2023 September 26, 2023
- 15:12
With costs projected to increase 9% in fiscal 2024, CIRO’s fees are also heading higher
Fees for investment dealers to rise 6.4%, annual report says
- By: James Langton
- September 26, 2023 September 26, 2023
- 14:14
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