How total cost reporting will affect life agents
After receiving enhanced statements, clients may have questions, FSRA says
- By: Michelle Schriver
- June 19, 2024 June 19, 2024
- 15:02
Latest news in Industry News
Firms pledged to improve Black representation. They still have work to do
Four years after the BlackNorth Initiative launched its pledge, progress is mixed, but happening
- By: Melissa Shin
- June 18, 2024 July 7, 2024
- 14:00
VersaFi recognizes 20 financial leaders for advancing gender equity
Award winners are "striving to change the status quo" within their firms, finance sector
- By: IE Staff
- June 18, 2024 June 18, 2024
- 10:51
IRS wants to end tax loophole for the wealthy
The measure, which targets pass-through companies, could raise more than US$50 billion
- By: Josh Boak, Fatima Hussein, The Associated Press
- June 17, 2024 June 17, 2024
- 15:40
Latest designation from CIFP may allow life agents to use FA title
RLIS is pending approval under Ontario's title protection, the credentialing body says
- By: Michelle Schriver
- June 14, 2024 June 14, 2024
- 15:28
Complaints up, suspensions down for financial planners in 2023
FP Canada Standards Council released its annual enforcement activity
- By: IE Staff
- June 14, 2024 June 14, 2024
- 15:06
Harbourfront acquires Calgary portfolio management firm
CEO of Harbourfront Wealth Management says his firm prioritizes profitability over assets when choosing acquisitions
- By: Jonathan Got
- June 14, 2024 June 14, 2024
- 10:07
Value of a Canadian financial advisor decreases slightly year over year: study
Behavioural coaching adds the most value, Russell Investments finds
- By: IE Staff
- June 13, 2024 June 13, 2024
- 14:30
Extra $9B in benefits could be paid through automatic tax filing: PBO
The estimate from the Parliamentary Budget Officer spans five fiscal years
- By: Jonathan Got
- June 13, 2024 June 13, 2024
- 13:43
Bank CEOs push back on MP calls to reduce oil and gas funding
Canada's biggest banks face criticism for not moving fast enough on climate targets
- By: Ian Bickis, The Canadian Press
- June 13, 2024 July 10, 2024
- 10:41
National Bank to buy Canadian Western Bank
The move continues consolidation in the Canadian banking industry
- By: Melissa Shin, Ian Bickis, The Canadian Press
- June 11, 2024 June 12, 2024
- 17:17
Why holding index funds within a life insurance policy can be tax-efficient
Permanent insurance also has a host of other tax benefits
- By: Mary Hagerman
- June 11, 2024 June 6, 2024
- 13:00
Feds offer few carveouts to capital gains inclusion rate hike
June 25 is indeed the date that the hike will take place
- By: Rudy Mezzetta
- June 10, 2024 July 10, 2024
- 16:54
CSI updates exam cancellation policy
To avoid a fee, 31 days’ notice will be required
- By: Michelle Schriver
- June 10, 2024 June 10, 2024
- 11:47
New centre to track Indigenous data on businesses, land and resources
Initiative fulfils a call to action from the National Indigenous Economic Strategy released in 2022
- By: Alessia Passafiume, The Canadian Press
- June 7, 2024 June 7, 2024
- 09:02
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
- By: IE Staff
- June 7, 2024 June 7, 2024
- 09:00
Canaccord’s wealth management earnings set records
Division was a bright spot as annual revenue fell by 2.1%
- By: Noushin Ziafati
- June 6, 2024 June 6, 2024
- 14:11
What BoC rate cut means for mortgages, consumer loans, investments
Most banks lowered their prime rates to 6.95% following the announcement
- By: Ian Bickis, The Canadian Press
- June 5, 2024 June 5, 2024
- 16:31
Trusts holding GICs must file an annual tax return, CRA says
Trusts holding GICs would not qualify for a filing exemption available to low-value trusts
- By: Rudy Mezzetta
- June 5, 2024 July 10, 2024
- 13:33
U.S. exchange rival planned
New exchange venture raises US$120 million to finance launch
- By: James Langton
- June 5, 2024 June 5, 2024
- 13:09
Women in Capital Markets changing name to VersaFi
The advocacy group says the new name comes at a time of increasingly difficult headwinds for women in the finance sector
- By: The Canadian Press
- June 4, 2024 June 4, 2024
- 09:57
Ready on camera one?
In an increasingly online world, present yourself on video like a pro
- By: Allan Janssen
- June 3, 2024 June 3, 2024
- 09:38
Laurentian Bank launches strategic plan after $117.5M loss
The plan hopes to position the company as an alternative bank
- By: Tara Deschamps, The Canadian Press, IE Staff
- May 31, 2024 May 31, 2024
- 16:20
Claims for anti-obesity medication on the rise: Manulife
Claims for substance abuse and mental health issues also increasing
- By: Jonathan Got
- May 31, 2024 May 31, 2024
- 13:28
T+1 transition a success
The proof is that next-day settlement went largely unnoticed this week
- By: Melissa Shin
- May 31, 2024 May 31, 2024
- 12:14