Top stories
Wall Street Bull bronze sculpture in the Financial District in Manhattan

Dow and S&P 500 hit record highs

TSX closes with solid gain

fintech and blockchain icons on financial technology background

Coin Capital launches two ETFs

The new funds focus on emerging technologies, such as blockchain, artificial intelligence (AI) and nanotechnology

Voters with green envelope ballots

Shareholder activists winning fewer proxy contests: report

Canadian activists have only won about half of this year’s proxy contests

Three business women

Closing the gender gap in finance

Greater inclusion of women as users, providers, and regulators of financial services would have benefits beyond addressing gender inequality

business chart showing financial success

Asset managers say increasing regulation top near-term challenge

Improving efficiency and enhancing service are firm’s top priorities

emale hand watering young plant with stack coin

High net-worth investors expected to increase holdings of sustainable investments

Information remains a barrier for some investors

Federal reserve building, Washington DC

Central banks’ interest rate increases carry great risk

Short-term interest rate tightening is likely to flatten the yield curve if not accompanied by expectations of higher future inflation

flag of ontario flying high on a flag post, against blue sky

Ontario pushes back on CSA’s proposed DSC ban

The province’s new government has come out against regulators’ proposals to ban DSCs on mutual funds, which were released for public comment Thursday

time for change on blackboard with businessman finger pointing

Remaking the industry

CSA anticipates its proposals will add costs for the industry

OSC Dialogue 2017 to feature FCA, SEC executives

IE’s Calendar of Industry Events

Helping advisors find opportunities for accredited continuing education

  • By: IE Staff
  • August 28, 2018 September 11, 2018
  • 10:15
hands working on digital device network graphic overlay of GIVE

Groups introduce new strategic philanthropic designation for advisors

The program will allow advisors to develop strategic plans focused on philanthropy for individuals and families interested in charitable giving

Following your own advice

After decades of helping clients plan for retirement, do you have a plan of your own?

A quest for knowledge

Jennifer Rideout believes in education - for advisors and for her clients' children. She is a great advocate of registered education savings plans

Canadians missing out on tax breaks for caregivers: poll

Canadians contribute an average $430 per month to care for aging or ill family members