“Pawns in this chess game”: Questions remain about CPA Canada split
The Ontario and Quebec organizations cited concerns about financial transparency regarding education programs
- By: Rosa Saba, Canadian Press
- October 10, 2023 October 10, 2023
- 10:25
Latest news in Industry News
CSA chair outlines projects, commits to “thoughtful” regulatory approach
Industry watchdogs can't "sit in an ivory tower" as they push for industry change, said Stan Magidson
- By: Katie Keir
- October 5, 2023 October 5, 2023
- 16:15
Rising long-term interest rates pose latest threat to soft landing for U.S.
Higher borrowing costs could lead Federal Reserve to forgo another hike
- By: Christopher Rugaber, The Associated Press, Associated Press
- October 5, 2023 October 5, 2023
- 12:38
Institutional investors committed to — and challenged by — ESG
Top concerns are returns, lack of starndardized data and regulation, Morningstar survey says
- By: IE Staff
- October 4, 2023 October 4, 2023
- 14:27
Fintech group pushes for action on open banking, payments modernization
Campaign cites high banking fees, payments processing costs
- By: IE Staff
- October 4, 2023 October 5, 2023
- 12:36
Review of multi-level-marketing MGAs results in enforcement for 65 life agents
The clampdown includes the sale of unsuitable universal life policies
- By: Michelle Schriver
- October 3, 2023 October 4, 2023
- 15:52
EQB signs deal for 75% stake in alternative asset manager ACM Advisors
ACM specializes in pooled Canadian commercial mortgage funds
- By: Canadian Press
- October 3, 2023 October 3, 2023
- 10:45
IA Financial buying U.S. insurance company Vericity for US$170 million
Vericity includes insurance carrier Fidelity Life and direct-to-consumer agency eFinancial
- By: Canadian Press
- October 3, 2023 October 3, 2023
- 10:32
Proposed AMT could discourage large philanthropic gifts
Only half of the donation tax credit can be applied against the AMT, down from 100%
- By: Rudy Mezzetta
- October 2, 2023 October 2, 2023
- 17:20
BMO Private Wealth makes layoffs, changes leadership structure
Brokerage reduces regions to four from six, eliminating nine positions
- By: Melissa Shin
- September 29, 2023 September 29, 2023
- 10:35
What would a U.S. government shutdown mean?
Impacts to Social Security, travel, student loans and more explained
- By: Wyatte Grantham-philips, The Associated Press
- September 28, 2023 September 28, 2023
- 16:05
AI tools for financial advisors are already here
From meeting prep to constructing financial plans, here's how advisors are making use of new tech
- By: Mark Burgess
- September 28, 2023 September 28, 2023
- 13:22
Why aren’t more advisors incorporating home equity into retirement plans?
New research looks at what's preventing advisors from recommending home equity release schemes
- By: Mark Burgess
- September 27, 2023 November 10, 2023
- 14:25
Blackstone officially opens Canadian office in Toronto
Move comes as interest grows in alternative assets
- By: Mark Burgess
- September 27, 2023 September 27, 2023
- 11:57
Clients may be more open to discussing serious illness planning than death planning
Help clients prepare for a serious illness
- By: Melissa Shin
- September 26, 2023 September 26, 2023
- 16:29
Feds unlock another $20 billion for low-cost rental construction financing: Freeland
The government is raising the limit on the Canada Mortgage Bonds program to $60 billion
- By: Canadian Press
- September 26, 2023 September 26, 2023
- 15:24
JPMorgan to pay US$75 million on claims that it enabled Jeffrey Epstein’s sex-trafficking operations
The bank had already agreed to pay US$290 million in a class-action lawsuit that involved Epstein's victims
- By: Ken Sweet
- September 26, 2023 September 26, 2023
- 13:21
Insurers continued paying record benefits in year three of pandemic
Total premiums collected by insurers also rose in 2022, according to the CLHIA
- By: IE Staff
- September 26, 2023 September 26, 2023
- 11:41
Private credit funds going evergreen with eye on retail market
A global survey finds managers are considering more liquid funds
- By: Mark Burgess
- September 25, 2023 September 25, 2023
- 12:58
Ivey Women in Asset Management program expands nationwide
Summer program for students includes a paid internship with an asset management firm
- By: IE Staff
- September 25, 2023 September 26, 2023
- 12:40
Alberta downplaying pension plan proposal risk, experts say
Broad estimates and generous assumptions may mean the APP is less viable than it seems
- By: Rudy Mezzetta
- September 22, 2023 September 22, 2023
- 16:30
FP Canada’s revenue mixed in 2022–23
Certification fees accounted for 70% of income
- By: Michelle Schriver
- September 22, 2023 September 22, 2023
- 15:16
Positioning your book for a sale
There's more than one approach to advisor succession
- By: Mark Burgess
- September 21, 2023 September 21, 2023
- 15:48
U.S. applications for jobless benefits fall to lowest level in nearly 8 months
Labour market continues to show strength in the face of elevated interest rates
- By: Matt Ott, The Associated Press, Associated Press
- September 21, 2023 September 21, 2023
- 14:27
Fraud in mortgage, credit card, auto sectors rises amid interest rate hikes
If high rates persist, fraudulent activity could accelerate
- By: Canadian Press
- September 21, 2023 September 21, 2023
- 14:16