The return of geopolitics
If oil supply hasn’t returned to normal by mid-year, higher inflation and slowing global growth could become the dominant themes of 2026
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The math of life insurance pt. 2
Thinking about life insurance as a portfolio of products, and three client service best practices
The math of life insurance pt. 1
Lapse-supported pricing is the hidden variable in every Canadian life insurance product — most clients have never heard of it
When market pilots become a way around investor protection
Consumer-facing experiments require discipline — that means clear guardrails, stopping rules and more
- By: Harvey Naglie
Liberal tax promise tracker: Bill C-15 edition
Omnibus bill includes extended period for loss carryback strategy
Re: CIRO set to launch disgorgement payout program
A right without a proper remedy is not protection; it's a press release
- By: Harvey Naglie
SEC wraps insider trading case
Enforcement case concluded against man convicted of insider trading
- By: James Langton
Retail advice most at risk to AI threat: Fitch
Business model in peril, if investors start to trust AI agents
- By: James Langton
Lack of capacity suspends limitation period: court
Lawsuit alleging man exploited in real estate deals allowed to continue
- By: James Langton
Relaxing U.S. banks’ capital, a negative: Moody’s
Regulators' proposals would lower banks' risk-based capital requirements
- By: James Langton
Ontario’s LLQP exams will soon be held in person only
Change is meant to combat misconduct, cheating: FSRA
- By: IE Staff
Objective Financial Partners expands into Quebec
Fee-only advisory firm sets up in Montreal
Markets rally amid optimism on end to Iran war
"Uncertainty is being driven through the roof," says Scotiabank economist
Bank of Canada says Mendes leaving central bank, Kozicki to retire
Deputy governor posts to filled via an internal recruitment process
International Energy Agency head says global economy faces ‘major, major threat’ from Iran war
Birol says impact is already worse the two oil shocks of the 1970s combined
European Union says Mercosur free trade deal will start May 1
Pact will link 700 million people in EU, Brazil, Argentina, Paraguay and Uruguay
Brand Knowledge
Smarter digital tools for stronger advisor performance
How connected systems and data help advisors work more efficiently and deliver a better client experience
- By: Croesus
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Advisor chargebacks are bad for the industry