Clients lack faith in investment firms
Practice-management experts suggest that investors actually feel a great deal of trust in their financial advisors
- By: Paul Brent
- August 22, 2013 October 30, 2019
- 23:00
Latest news in News
Should fiduciary proposals wait?
One of the arguments from the financial services industry against some of the more radical reforms currently under consideration is that regulators should wait and…
- By: James Langton
- July 25, 2013 October 30, 2019
- 23:00
Should blanket orders be allowed?
There are few, but notable, objections to the OSC's proposals
- By: James Langton
- July 25, 2013 October 30, 2019
- 23:00
Canada’s wealthy prefer one advisor
High net-worth individuals are more trusting of financial services firms and willing to take on more risk
- By: Fiona Collie
- July 25, 2013 October 30, 2019
- 23:00
Lee-Chin launches new dealerships
Former Berkshire head is looking for advisors for Mandeville firms
- By: Jade Hemeon
- July 25, 2013 October 30, 2019
- 23:00
Toronto perch, world views
Patricia Perez-Coutts seeks the best in emerging markets
- By: Jade Hemeon
- July 25, 2013 October 30, 2019
- 23:00
A thank you to readers
Investment Executive would like to say thanks to all those readers who responded to the online survey about our newspaper. We have made a contribution…
- By: IE Staff
- July 25, 2013 October 30, 2019
- 23:00
OSC priorities expose frustrations
Both retail and institutional investors are stepping up the pressure for speedier reform, citing foreign examples of change
- By: James Langton
- June 20, 2013 October 30, 2019
- 23:00
Analysis: Will banning trailer fees create chaos?
Early experience in the U.K. suggests that the impact may not be as harsh as feared
- By: James Langton
- June 20, 2013 October 30, 2019
- 23:00
Financial services profit survey: Q1 results fail to inspire
Only the banks had solid earnings gains, with most companies seeing either losses or drops in their net income
- By: Catherine Harris
- June 20, 2013 October 30, 2019
- 23:00
Claiming tuition tax relief for LD kids
The CRA has been challenging claims for tax credits for special education costs, but more parents are winning
- By: Ann MacAulay
- May 24, 2013 October 30, 2019
- 12:00
OSC mulls “mystery shopping” exercise
The OSC's proposed research is in the planning stage the goal will be to assess the suitability of advice given to clients
- By: James Langton
- May 24, 2013 October 30, 2019
- 12:00
The ripple effect of IIROC’s data loss
The regulator has assured its members that fees will not increase to cover the cleanup costs
- By: James Langton
- May 24, 2013 October 30, 2019
- 12:00
HighView expands
Acquisition of Weigh House will provide economies of scale
- By: Jade Hemeon
- May 24, 2013 October 30, 2019
- 12:00
CRA puts money behind foreign reporting rules
New rules will add to filing burdens for honest taxpayers
- By: Rudy Mezzetta
- May 24, 2013 October 30, 2019
- 12:00
Online insurance sales threaten advisors
As more people buy life and living-benefits insurance online, advisors will have to work harder to prove their value to clients
- By: Megan Harman
- May 24, 2013 October 30, 2019
- 12:00
Provinces hike taxes to reduce deficits
Only four provinces - British Columbia, Saskatchewan, Quebec and Nova Scotia - are expecting to balance their books this year
- By: Catherine Harris
- May 24, 2013 October 30, 2019
- 12:00
Aspiring planners test their mettle
Financial planning challenge included eight teams from post-secondary institutions in Ontario and Nova Scotia
- By: Fiona Collie
- April 30, 2013 October 30, 2019
- 23:00
Ruling flags risks for tax advisors
A large law firm is facing a class action by taxpayers who allege that they relied on an opinion about a charitable tax shelter
- By: Ann MacAulay
- April 30, 2013 October 30, 2019
- 23:00
U.K. looks at client behaviour
The FCA plans to use behavioural economics to enhance regulation by understanding the mistakes that clients of financial services make
- By: James Langton
- April 26, 2013 October 30, 2019
- 11:00
Aspiring planners test their mettle
Financial planning challenge included eight teams from post-secondary institutions in Ontario and Nova Scotia
- By: Fiona Collie
- April 26, 2013 October 30, 2019
- 11:00
Is now the right time to buy gold?
The precious metal marches to a different beat than the markets
- By: Jade Hemeon
- April 26, 2013 October 30, 2019
- 11:00
IIROC aiming to beef up cybersecurity
Incident of lost account information is forcing IIROC to act
- By: Clare O’Hara
- April 26, 2013 October 30, 2019
- 11:00