Advisors overestimate their RI knowledge
According to a new RIA survey, nearly all respondents could not correctly identify three true statements out of 10 about responsible investing
- January 20, 2022 January 20, 2022
- 06:00
Top stories
CSA takes third crack at derivatives conduct rules
Proposals aim to address issues exposed in financial crisis, scandals
- January 20, 2022 January 20, 2022
- 12:37
CSA shines a light on greenwashing
Regulators issue ESG disclosure guidance for investment funds
- January 19, 2022 January 19, 2022
- 13:02
CRA provides details on deducting work-from-home expenses for 2021, 2022
Employees who worked from home due to the pandemic in 2021 can claim up to $500 in expenses under $2/day flat rate method
- By: Rudy Mezzetta
- January 19, 2022 January 19, 2022
- 15:35
Luxury home sales triple in some cities
The greatest increases were in smaller urban markets
- By: IE Staff
- January 20, 2022 January 20, 2022
- 12:48
Ahead of rejig, OSC adds bench strength
Regulator adds six new commissioners, re-appoints three others
- By: James Langton
- January 19, 2022 January 19, 2022
- 16:02
Annual inflation rate rises to 4.8% in December, highest since 1991
Inflation requires higher interest rates, but "the economy is perfectly able to handle that," says Scotiabank economist
- By: Canadian Press, Daniel Calabretta
- January 19, 2022 January 19, 2022
- 09:23
PBO report questions need for Liberals’ planned stimulus spending
Any stimulus should be wound down before the end of March, says federal parliamentary budget officer Yves Giroux
- By: Jordan Press
- January 19, 2022 January 19, 2022
- 14:52
Court approves $125-million settlement in “David vs. Goliath” case
The class action alleged CIBC failed to disclose U.S. subprime exposure during the financial crisis
- By: James Langton
- January 18, 2022 January 18, 2022
- 12:44
Prosper Canada offers online tool to aid access to government benefits
Tool allows users to "navigate the maze of government information," charitable group says
- By: IE Staff
- January 19, 2022 January 19, 2022
- 12:00
Purpose Investments ETF targets biotech, health care
The Purpose Healthcare Innovation Yield ETF is intended for clients with a medium risk tolerance
- By: IE Staff
- January 19, 2022 January 19, 2022
- 15:34
CRA won’t administer proposed new trust reporting rules
Expanded trust reporting requirements announced four years ago were set to be effective, but feds still haven't passed legislation to enable them
- By: Rudy Mezzetta
- January 14, 2022 January 17, 2022
- 15:37
IOSCO, ISDA grapple with crypto’s emergence
Standards setters develop scaffolding for fledgling asset class
- By: James Langton
- January 18, 2022 January 18, 2022
- 16:38
Prosper Canada offers online tool to aid access to government benefits
Tool allows users to "navigate the maze of government information," charitable group says
- By: IE Staff
- January 19, 2022 January 19, 2022
- 12:00
Study finds ‘gamified’ apps push DIY traders to make riskier investments
Financial literacy is one way to counter the effects of gamification
- By: Leah Golob
- January 18, 2022 January 18, 2022
- 15:39
Firms finding skills gap when it comes to sustainable finance
Good ESG help is hard to find
- By: Canadian Press
- January 18, 2022 January 19, 2022
- 16:56
New CEO for Responsible Investment Association
Dustyn Lanz's replacement is Patricia Fletcher, vice-president of education for the Institute of Corporate Directors
- By: IE Staff
- January 18, 2022 January 18, 2022
- 14:15
Brand Knowledge
Why National Bank Financial – Wealth Management stands out from other brokerages
The infrastructure of a bank, but with a boutique feel, NBFWM offers broad services and security for clients.
- By: National Bank Financial
- January 17, 2022 January 20, 2022
- 07:00
Effective planning includes updating beneficiary designations
At FP Canada's ethics session, financial planners were urged to proactively address client changes
Tips for advisors starting the succession planning process
Thinking about retirement doesn't have to be difficult
- By: Katie Keir
- November 22, 2021 November 19, 2021
- 09:04
Practice assessment tips for advisors working on succession
An expert explains how and why to prepare details about your practice and clients
- By: Katie Keir
- November 22, 2021 November 19, 2021
- 09:02
Choosing and working with a successor for your practice
Tips for finding the right person
- By: Katie Keir
- November 22, 2021 November 19, 2021
- 09:00
