How we did it: Advisors’ Report Card 2023
Methodology for the 2023 Report Card series research
- By: Katie Keir
- October 16, 2023 October 13, 2023
- 00:51
Top Stories in Uncategorized
People
Industry moves this week
Laurentian Bank has announced further executive shifts following its leadership change earlier this month
- By: Katie Keir
- October 11, 2023 October 12, 2023
- 16:08
How we did it: Report Card on Banks
Methodology for the 2023 Report Card on Banks
- By: IE Staff
- September 18, 2023 September 15, 2023
- 00:07
Industry moves this week
Head of Advocis resigns, and other industry moves
- By: Katie Keir
- September 13, 2023 September 13, 2023
- 16:24
Industry moves this week
Alongside Kevin Gopaul's recent exit from BMO GAM are advisor and senior-level moves
- By: Katie Keir
- August 30, 2023 August 30, 2023
- 11:26
Transcripts
Transcript: With stagflation forces afoot, real-asset allocation offers ballast
Vince Childers of Cohen & Steers says supply-side risks threaten market expectations for a return to low and stable inflation
- By: Vince Childers
- August 29, 2023 August 28, 2023
- 13:01
Brought to you by: Cohen And Steers Capital Management
How we did it: Dealers’ Report Card
Methodology for the Report Card for 2023
- By: IE Staff
- August 28, 2023 August 24, 2023
- 00:02
CI Financial buys Montreal-based wealth manager Coriel Capital
The acquisition adds to CI's ultra-high-net-worth business
- By: Rudy Mezzetta
- August 10, 2023 August 11, 2023
- 14:28
CI Financial rebrands U.S. wealth business as Corient
Toronto-based firm sold 20% stake in U.S. business in May
- By: Rudy Mezzetta
- August 1, 2023 August 11, 2023
- 13:57
Prescribed rate to stay at 5% in Q4
The CRA's interest rate on overdue tax will remain the same for a third consecutive quarter
- By: Rudy Mezzetta
- July 25, 2023 July 25, 2023
- 12:17
From the Regulators
CRA releases forms to allow for transfers out of FHSAs
The industry is still waiting for certain forms needed to administer the new plans
- By: Rudy Mezzetta
- July 21, 2023 July 21, 2023
- 13:22
Products
Rising interest rates lift interest in annuities
Clients can see annuities as an attractive alternative to managing their own retirement investments
- By: Rudy Mezzetta
- July 13, 2023 August 11, 2023
- 09:55
Canadians’ confidence in ability to retire on time plummets: Report
A new survey shows Canadians anticipate working an average of six years longer than they would like
- By: Maddie Johnson
- June 26, 2023 June 26, 2023
- 15:31