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Looking past the turmoil in Europe

Despite several years of political and social upheaval, many Europe-based companies remain sound investments, with some companies even benefiting from the U.S. administration's plans to…

What will Trump mean to the U.S.?

New U.S. President Donald Trump has made many promises at a time when current economic growth projections are modest and the bullish stock market, which…

Opportunities on the home front

Although Canada's equities market faces some challenges, portfolio managers are optimistic about its prospects for 2017, especially in sectors that are positioned to benefit from…

World building spree

Spending on infrastructure is expected to surge in the years ahead, with many countries, including the U.S., set to funnel billions into hard assets

  • By: Jade Hemeon
  • January 15, 2017 November 9, 2019
  • 00:45

Looking for global connections

Portfolio managers give a nod to export-oriented South Korea-based consumer-products firms

Taking shelter as the bear takes over

Rising interest rates spell the end of the three-decade bond bull market. Now, protecting income and avoiding capital loss is the essential strategy

Tech sector holds promise in 2017

Stocks of high-technology companies are particularly exposed to changing winds in U.S. trade policy, but some ripe investment opportunities can be found in the coming…

CSA launches consultation on banning embedded commissions

IFIC, Advocis push back against potential embedded commissions ban

But PMAC stands behind the CSA’s concerns with these compensation arrangements and says regulators are “taking a bold step forward”

CSA launches consultation on banning embedded commissions

CSA launches consultation on banning embedded commissions

Although regulators have yet to make a decision on the matter, they’re formally considering whether to mandate a “direct pay” structure

CI to introduce automatic preferred-pricing programs

IFIC calls on the CSA to reconsider potential embedded commissions ban

The association notes that the CSA’s and the self-regulatory organizations’ rules already address compensation-related conflicts of interest

  • By: Jade Hemeon
  • January 5, 2017 November 9, 2019
  • 12:30

Many investors in the dark about fees

And less than half of Canadian investors say their advisor is trustworthy and honest

CRM2: How to be on the right side of “money in motion”

CRM2: How to be on the right side of “money in motion”

In part six of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, explain that CRM2 reporting will require advisors…

CSA delays release of paper on reforms to mutual fund fees

The regulators will now release the paper on Jan. 10, 2017, which will go then go out for a longer than usual comment period of…

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

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.

Private REITs Offer Stability in Uncertain Political Environments

How private REITs can reduce portfolio volatility in times of public market turbulence.

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

Can investing choices open doors to opportunity?

The NEI Global Corporate Leaders Fund is investing in companies that enable people to live and thrive.

Can investing choices improve quality of life?

The NEI Global Corporate Leaders Fund is investing in companies that promote people’s health and well-being.

Can investing choices create a more inclusive economy?

The NEI Global Corporate Leaders Fund is investing in companies breaking down barriers to economic participation.