Gearing for growth on a national scale
Leede Jones Gable expects to continue to add to its footprint, either through more amalgamations or organically
- By: Fiona Collie
- January 15, 2017 October 30, 2019
- 00:50
Latest news in News
Opening up alternative investment market
Although the industry is in favour of expanding investors' access to alternative investments, investor advocates are opposed
- By: James Langton
- January 15, 2017 October 30, 2019
- 00:50
Confusion lingers over TFSAs
Some clients still are unclear about the rules regarding contribution limits, withdrawals and penalties
- By: Rudy Mezzetta
- January 15, 2017 October 30, 2019
- 00:50
Many investors in the dark about fees
And less than half of Canadian investors say their advisor is trustworthy and honest
- By: Tessie Sanci
- December 22, 2016 November 9, 2019
- 00:55
Profit Survey: Big banks post gains
Uncertainties include Trump's promises to tear up trade agreements and household debt that continues to climb
- By: Catherine Harris
- December 22, 2016 October 30, 2019
- 00:55
OSC hosts its first “hackathon”
The regulator pulled out all the stops to engage a wide range of contestants from the developer community, ranging from high-school students to a team…
- By: Fiona Collie
- December 22, 2016 October 30, 2019
- 00:55
Insurance: Gaps in compliance
FSCO found insufficient adoption of best practices
- By: Megan Harman
- November 25, 2016 October 30, 2019
- 01:00
No relief for RRSP trap
A taxpayer who over-contributed to his RRSP by mistake and gained no benefit from the error has failed to gain relief from the taxes that…
- By: Patricia Chisholm
- November 25, 2016 October 30, 2019
- 00:50
A message from Isabelle Marcoux
“Dear readers, I thank you for your participation in surveys for Investment Executive (IE) and Finance et Investissement (FI). Your answers will help us understand…
- By: Isabelle Marcoux
- November 25, 2016 October 30, 2019
- 00:50
Mutual funds remain product of choice
High-income individuals and their advisors also prefer mutual funds to stocks, seg funds or ETFs
- By: Tessie Sanci
- November 25, 2016 November 9, 2019
- 00:50
Industry braces for a seismic shift
Robo-advisors and blockchain tech will be drivers of change
- By: James Langton
- November 11, 2016 October 30, 2019
- 01:00
No-contest provision gets thumbs-up
More than a quarter-billion dollars have been returned to investors as a result of five-year-old enforcement policy
- By: James Langton
- November 11, 2016 October 30, 2019
- 00:55
Newsmaker: Taking on the future, building on the past
Guy Cormier must prepare Desjardins Group for change, while maintaining its special character as a co-operative
- By: Kevin Dougherty
- November 11, 2016 October 30, 2019
- 00:55
Firms struggle with cybersecurity
Regulators are guiding investment firms with sound principles, but putting them in place is a challenge
- By: Danny Bradbury
- November 11, 2016 October 30, 2019
- 00:55
Looking out for the “omas and opas”
This year's IIAC Top Under 40 Award winner was inspired by her grandmother to protect older clients from bad advice
- By: Tessie Sanci
- November 11, 2016 October 30, 2019
- 00:55
New VC fund focuses on growth of fintech
Portag3 Ventures has three large financial services firms backing it that want to get in on the ground floor of fintech's growth
- By: Fiona Collie
- November 11, 2016 October 30, 2019
- 00:55
Linked notes changes having major impact
Sales of PARNs are down by about 50% since the feds proposed altering the tax treatment of linked notes
- By: Rudy Mezzetta
- November 11, 2016 October 30, 2019
- 00:55
Giving investors a voice
A recent conference explored ways in which technology can help boost retail investor participation and shareholder rights
- By: James Langton
- November 11, 2016 October 30, 2019
- 00:55
Our mistake
An error was made in the editing of a sentence in an article headlined “Insurance exemption deadline looms” in our Mid-October issue. The corrected sentence…
- By: IE Staff
- November 11, 2016 October 30, 2019
- 00:00
Helping clients with registered accounts
Other financial priorities make contributing to these accounts difficult for some clients
- By: Tessie Sanci
- October 31, 2016 November 9, 2019
- 23:55
New opportunities in robo-advisors
The investment industry is embracing and launching robo-advice platforms in one form or another
- By: Fiona Collie
- October 31, 2016 October 30, 2019
- 23:55
Hope for active portfolio managers
A new paper argues that active management can outperform by enough of a margin to justify its fees
- By: James Langton
- October 31, 2016 October 30, 2019
- 23:55
Newsmaker: Going global to build business
The newly appointed CEO of Mackenzie Investments plans to use global strategies and product innovations to provide more options for retail clients
- By: Jade Hemeon
- October 31, 2016 October 30, 2019
- 23:55
Changes to principal residence rules
The CRA will require taxpayers who sell their home to report the sale in order to claim the principal residence exemption
- By: Rudy Mezzetta
- October 31, 2016 October 30, 2019
- 23:55
Providing income in retirement
Ensuring that clients have a sustainable stream of income during retirement has become more challenging for financial advisors. Uncertain equities markets and basement-low to negative…
- By: Dwarka Lakhan
- October 31, 2016 October 30, 2019
- 23:55