Results from latest QAFP exam released
New applicants for certification will soon have greater post-secondary requirements
- By: IE Staff
- March 10, 2022 March 10, 2022
- 17:05
Top Stories in News
Shadow budget report calls on feds to slash spending, incentivize growth
C.D. Howe Institute recommends Ottawa freeze department operating budgets, shift public employees to shared-risk pension plans
- By: Rudy Mezzetta
- March 10, 2022 March 10, 2022
- 16:29
IIROC to continue CFR review with focus on KYC and suitability
Dealers must prepare for ongoing CFR reviews and expiring pandemic exemptions, priorities report says
- By: Michelle Schriver
- March 10, 2022 March 10, 2022
- 15:31
CSA seeks applications for investor advisory panel
Desired skills include advisory experience
- By: IE Staff
- March 10, 2022 March 10, 2022
- 15:29
Industry News
Asset management on precipice of change
Fund houses must respond to rise of retail investors, redefined returns
- By: IE Staff
- March 10, 2022 March 10, 2022
- 13:34
Europe’s central bank to speed up end to economic stimulus
Bond purchases are now set to end in the third quarter
- By: The Associated Press
- March 10, 2022 March 10, 2022
- 10:46
U.S. inflation jumped 7.9% in past year — a 40-year high
Surging costs for gas, food and housing propelled the increase
- By: Christopher Rugaber, The Associated Press, The Associated Press
- March 10, 2022 March 10, 2022
- 10:37
Products
The case for life annuities
Annuity returns can range from disappointing to surprising
- By: Mélanie Beauvais, Daniel Laverdière
- March 10, 2022 March 9, 2022
- 09:00
Help clients overcome bias toward life annuities
Clients may feel they’re leaving money on the table with annuities, but that’s often not the case
- By: Mélanie Beauvais, Daniel Laverdière
- March 10, 2022 March 9, 2022
- 09:00
Research and Markets
How to navigate rising commodity prices in portfolios
In many cases, supply issues are only partly related to the Ukraine conflict
- By: Daniel Calabretta
- March 9, 2022 March 9, 2022
- 14:38
Supply chain woes slashing Canadian manufacturing, hurting small businesses: Surveys
Eight in 10 manufacturers and exporters surveyed say they have had to raise prices
- By: Brett Bundale
- March 9, 2022 March 9, 2022
- 11:50
Plenty of TFSA room going unused
Most TFSA holders don’t maximize contributions, according to the latest data from the Canada Revenue Agency
- By: Rudy Mezzetta
- March 9, 2022 March 9, 2022
- 11:13
Biden signs order on cryptocurrency as its use explodes
A presidential executive order is the first U.S. federal digital assets strategy
- By: Fatima Hussein, The Associated Press
- March 9, 2022 March 9, 2022
- 11:08
Stock markets rise with the latest U.S. economic data ‘sending the right signals’
The S&P/TSX composite index rose 58.63 points to 32,058.73
- By: Daniel Johnson, The Canadian Press
- December 23, 2025 December 23, 2025
- 17:07
Bank of Canada governing council says trade uncertainty clouding outlook
The central bank issued a summary of its overnight-rate deliberations earlier this month
- By: Lauren Krugel, The Canadian Press
- December 23, 2025 December 23, 2025
- 14:00
Consumer confidence in U.S. slides in December to lowest level since tariffs rolled out in April
Americans’ assessments of their current economic situation tumbled: survey
- By: Matt Ott, The Associated Press
- December 23, 2025 December 23, 2025
- 10:56
Dramatic increase in Fintrac fines coming, but their effectiveness is less clear
The increase is part of an effort to beef up anti-money laundering measures
- By: Ian Bickis, The Canadian Press
- December 22, 2025 December 22, 2025
- 08:12
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
CPP Investments signs new European data centre partnership with Goodman Group
The pension fund's 50% share of the initial capital commitment is roughly $1.8 billion
- By: The Canadian Press
- December 23, 2025 December 23, 2025
- 09:24
U.S.-based notetaking AI to use Canadian data centre for advisor data
Woodgate Financial Inc., Assante Financial Management Ltd., are among Focal's customers
- By: Jonathan Got
- December 23, 2025 December 18, 2025
- 08:00
Tech roundup: Toronto-based wealthtech expands to Montreal, NYC
Plus, a new TD partnership, and Toronto fintech becomes dark pool partner
- By: Jonathan Got
- December 22, 2025 December 22, 2025
- 08:00
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
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