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Clients care little about funds’ brands

Research found that advisors are far more likely to choose proprietary investment funds for their clients

Parliament hill, Ottawa, graphich

Federal Budget 2018

Keep on top of all the latest tax changes in Budget 2018. Watch this webinar replay with noted tax expert Jamie Golombek.

Industry has mixed reaction to Budget 2018

Feds fall short of promoting sustained growth: IIAC

Highlights from Budget 2018

Changes to income sprinkling, passive investment income and the small business tax rate

Ottawa backtracks on key tax measures for small business

The government’s proposal limits access to the lower small-business rate rather than taxing passive income above $50,000 at potentially punitive tax rates

Gender equality at the heart of Budget 2018

The federal government intends to implement several measures to increase gender diversity, which “leads to more growth,” said Finance Minister Bill Morneau

  • By: Pablo Fuchs
  • February 27, 2018 November 9, 2019
  • 17:41

The government proposes to strengthen the FCAC

Feds also aim to modernize the deposit insurance system and implement a framework for resolving systemically important financial market infrastructure firms

Parental sharing benefit key part of gender equality-focused budget

The new “use-it-or-lose-it” benefit would increase the duration of EI parental leave by up to five weeks for parents

Feds to crack down further on tax avoidance

The government will be investing money to improve the fairness and integrity of the tax system as well as introduce new rules

  • By: Pablo Fuchs
  • February 27, 2018 November 9, 2019
  • 17:37

Feds aim to make RESPs, RDSPs more accessible

Budget 2018 extends a temporary measure to set up RDSPs in cases in which the capacity of the individual to enter into a contract is…

Improving client services at the CRA

The government will be providing additional resources toward improving client services in three key areas at the CRA

Feds plan to spend $10 billion on new initiatives

Budget 2018 contained little mention of spending toward infrastructure and defence

Research and Markets

Slideshow: What to expect in the 2018 federal budget

This year’s federal budget is expected to include announcements on pay equity, parental leave, the federal deficit and much more

The Seasons of an Advisor’s Life: Fall, a time for harvesting, productivity and shedding the old

Have You Thought About What Season Your Practice is in?

A different frame

HNW clients want guidance on the complex challenges that wealth can bring

Powering up your practice

Referrals are key to boosting your roster of HNW clients

Building Trust, the Right Way at WFG

Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…

CPPIB spending $690M for minority stake in software firm Regnology

The firm makes software focused on regulatory reporting solutions for financial institutions

Reclaiming Control: How Edward Jones Rewards Me for Building My Business, My Way

Discover how Edward Jones empowers experienced financial advisors like me with autonomy, support and a compensation model that values our experience.

Why the Definition of Independence Matters in the Canadian Securities Industry

Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO explore common language, context and consensus in the Blue Ocean of independence.

Designed Securities’ AI readiness – how progress and quick pivots are leading them forward

Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO continue their discussion about trailblazing in an industry filled wiqth conflict, opportunity, and dinosaurs.

Brokerage Report Card 2024 main chart

How investment advisors rated their firms’ support offerings and tools

  • By: IE Staff
  • June 5, 2024 June 4, 2024
  • 09:16

Insurance advisors share industry sentiment and needs (charts)

Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research

Hot housing market gives some Canadians cold comfort

Housing costs are a growing worry, BMO index finds

  • By: IE Staff
  • March 17, 2022 March 17, 2022
  • 15:02

Canadian ETFs enter the metaverse

New funds hold several big names found in broad U.S. stock indexes

  • By: Rudy Luukko
  • January 24, 2022 January 24, 2022
  • 00:15

How do responsible investment principles benefit long-term investors?

A time-tested, differentiated approach to responsible investing is an advantage in volatile times, says NEI Investments’ Vice-president and Head of Responsible Investing, Adelaide Chiu.

How can optimized diversification protect investors in 2025 and beyond?

A multilayered approach can minimize risk and uncover the unseen, says NEI Investments’ Vice-president and Head of Asset Allocation, Judith Chan.

Where might growth emerge as the Magnificent Seven’s dominance fades?

NEI Investments’ CIO, John Bai, explains why investors may benefit from broader market exposure in 2025.