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Businessman remove one piece from jenga tower Risk management concept metaphor

Industry moves this week

Shifts occurred across all industry segments

  • By: Katie Keir
  • October 6, 2022 October 6, 2022
  • 16:12
gavel

IIROC formally expels First Leaside

The expulsion follows a 10-year suspension of the firm

growth

Retail investors to drive private asset growth: report

Venture capital, infrastructure and private debt are expected to see the most growth

Hands adjusting risk

Looming liquidity crunch to drive defaults: Moody’s

Sharp drop in leveraged finance activity to reduce firms' cash cushions

Focus on Mutual Funds Special Report

Investment opportunities for observant Muslim clients

Finding fixed income solutions as interest rates rise

Businessman and tax burden flat illustration

CRA charging higher interest on amounts owed

Clients who owe the CRA would be wise to pay even if they dispute the amount, experts say

Business People Meeting Discussion in a boardroom concept

New SRO begins work on IAP

MFDA, IIROC seek members for investor panel, deadline Nov. 7

Ecology, sustainability concept

Companies, auditors should go further on climate risk disclosure: report

Investors must know how climate-related policy changes could affect assets

Businessman analyzing report

Canadian ETF flows show “flight to safety” in September

A record $1.7 billion flowed into cash alternatives

  • By: IE Staff
  • October 5, 2022 October 5, 2022
  • 14:58
ESG sustainable growth

Invesco Canada partners with NEI Investments on ESG

The partnership aims to heat up competition in responsible investment

  • By: IE Staff
  • October 6, 2022 October 6, 2022
  • 12:44
Pile of cryptocurrency coins

CME plans new crypto benchmarks

Three new reference rates, indexes will debut on Oct. 31

a man on a precipice

IMF warns of higher recession risk and darker global outlook

The bleak projections come as central banks around the world raise interest rates to tame inflation

dollar boat in the bad weather illustration economic instability

Help clients navigate emotions when making investment decisions

Being empathetic and sharing facts can keep clients grounded during tough times

gavel

Oversight failures allowed fraud to flourish: IIROC

MD Management sanctioned for lax controls that allowed a rep to steal from elderly clients

Retirement, work-life, sign post, direction on a field with blue sky

Advisors need to help clients find purpose in retirement

Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization

Advisors must improve how they work with wealthy families

False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant

How to stay the course in tough markets

Diversification, planning and time are an advisor’s best friends when volatility strikes

Securing credit in a rising-rate environment

You and your clients may need to get creative in brainstorming strategies for borrowing