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Stock market quotes

TSX pulls back from record-high close

Loonie trades lower

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Mark Sylvia elected as CLHIA’s 2018-19 chairman

The Empire Life president and CEO will work with the association’s board of directors

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Horizons launches blockchain technology ETF

New ETF offers investors a diversified way to enter blockchain investing

  • June 21, 2018 June 21, 2018
  • 12:25
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CI Investments announces risk rating changes

Lower ratings for three Sentry mutual funds

  • By: IE Staff
  • June 21, 2018 June 21, 2018
  • 11:00
Skyline of downtown Montreal in Summer

SuccessFinder appoints Charles Guay as president and COO

Financial services leader joins human resources technology company

  • By: IE Staff
  • June 20, 2018 June 20, 2018
  • 12:49
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Western Financial Group acquires Ontario’s Axion Insurance

Insurance services firm expands beyond Western Canada

  • By: IE Staff
  • June 20, 2018 June 20, 2018
  • 13:50
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What drives investors to robo-advisors?

Interest and knowledge of financial matters play a key role in clients' choice of investment-management channel

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
  • June 8, 2018 June 21, 2018
  • 12:00
Adirondack chairs at shore of Lake of Two Rivers, Ontario

Have an “unplugged” vacation

Taking a break from contact with the office is essential to getting rested and recharged

Current estate plans fall short for many blended families

Financial planners must work very closely with questions to ensure their complex financial and estate goals are met

“Transitional quality” a key factor in selling your book of business

The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary…

Gig economy increasingly important to post-retirement clients

Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes