Why you should choose your clients wisely
Some advisors take on too many clients outside their core market, warns Cerulli Associates
- By: IE Staff
- March 16, 2022 March 16, 2022
- 13:53
Top Stories in News
Tracking Liberal tax proposals before the budget drops
Here’s the status of proposals that matter to your clients
- By: Melissa Shin
- March 16, 2022 March 22, 2022
- 12:34
CRA looked to resume collection efforts in full ahead of tax season: minister’s briefing documents
Ottawa’s getting ready for an increase in tax debts that will require extra effort to collect
- By: Jordan Press
- March 16, 2022 March 16, 2022
- 11:33
Canadian inflation hit 5.7% in February
Excluding gas, up 32.3%, February inflation would have been 4.7%
- By: The Canadian Press
- March 16, 2022 March 16, 2022
- 10:22
Research and Markets
Rising oil prices hurt, but it’s rate hikes that get you
Energy price shock isn't likely to be a catalyst for recession
- By: James Langton
- March 15, 2022 March 15, 2022
- 16:47
Average home price hit record $816,720 last month as supply began to rebound: CREA
Prices have been driven upward by fierce bidding wars coupled with a lack of homes being listed
- By: Tara Deschamps, The Canadian Press
- March 15, 2022 March 15, 2022
- 14:11
As rates rise, households sit on record debt piles
Both household assets and debts are well above pre-pandemic levels, RBC reports
- By: James Langton
- March 15, 2022 March 15, 2022
- 13:55
Research and Markets
G20 GDP growth slowed in Q4: OECD
Full-year GDP rebounded sharply from initial pandemic hit
- By: James Langton
- March 15, 2022 March 15, 2022
- 12:51
Big Six capital requirements to dip under Basel III
Banks' capital demands to decline by 3% on average with final rules, Fitch says
- By: James Langton
- March 15, 2022 March 15, 2022
- 12:49
From the Regulators
FINTRAC fines credit union
Markham, Ont. firm hit with $297,000 penalty for compliance violations
- By: James Langton
- March 15, 2022 March 15, 2022
- 12:44
CRA announces prescribed rate for Q2 2022
Despite inflation, the prescribed rate on loans to family members remains set at 1%
- By: IE Staff
- March 15, 2022 March 15, 2022
- 12:40
CPP sees carbon markets flourishing
Demand for offsets set to soar, driving prices sharply higher
- By: James Langton
- March 14, 2022 March 14, 2022
- 17:19
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