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Latest news in Industry News

office technology investment

Leveraging technology to serve your clients

Advisors face a host of challenges integrating new tech

angry client meeting

How to prevent client complaints

At FP Canada's annual conference, Bessner outlined red flags to identify and mitigate

Skyline of the financial district

Head of bankers group raises concerns about surtax

Anthony Ostler also called for more consumer protection in the emerging payments space

commercial real estate

Manulife cutting about 50 jobs as part of changes at its real estate operations

The company is moving away from property operations to refocus its business as an investment manager

growth in challenging times

Advisor business support growing across Canada’s wealth firms

There's higher demand for advisor coaching and consulting that can't be ignored

  • By: Katie Keir
  • November 24, 2022 November 24, 2022
  • 09:00
climate change

Some Big Six banks pulling ahead of others on climate policy: report

TD released total financed emissions, all six lag in setting oil and gas financed-emissions targets: Investors for Paris Compliance

Fed at last meeting saw few signs that inflation was easing

Some U.S. central bank officials encouraged by falling commodity prices, unclogging supply chain

First-time homebuyers can use FHSA and HBP, feds propose

Rules governing new tax-free home savings account to be effective April 1, 2023

Statistics Canada reports retail sales down 0.5% in September

Gasoline down 2.4%, convenience store sales drop 1.5%

Concept of real estate, mortgage and lease

Smith Financial to buy Home Capital Group as mortgage industry under strain

The all-cash offer provides certainty for shareholders, Home Capital board chairman says

The fate of advisors who get bought out by property and casualty brokerages

P&C brokers often want you to stay if they buy your firm

change direction

Industry moves this week

Changes include executive shifts at iA Financial Group related to wealth division

  • By: Katie Keir
  • November 18, 2022 November 18, 2022
  • 11:55
Pile of cryptocurrency coins

Ontario Teachers’ Pension Plan writes down FTX investment to zero

Less than .05% of assets invested in FTX, aiming for emerging fintech exposure

Two potential upsides if you’re bought by a property and casualty brokerage

Potential productivity gains when P&C broker buys an advisory firm

Fed official suggests substantial rate hikes may be needed

James Bullard is a voting member of the Federal Reserve's rate-setting committee

plan idea

IA Financial Group launches RIA

Investment advisors registered with the new firm will be licensed in both Canada and the U.S.

  • By: IE Staff
  • November 17, 2022 November 17, 2022
  • 15:51
top performance

Lysander named top overall group in Lipper Awards

Manulife, Dynamic won group awards for ETFs

  • By: IE Staff
  • November 17, 2022 November 17, 2022
  • 11:35
Pile of cryptocurrency coins

New CEO of FTX blasts its handling of financial information

Many FTX Group companies had no appropriate corporate governance nor held board meetings

parliament hill

Liberal tax promise tracker, post-fiscal update

Here’s the status of proposals that matter to your clients

U.S. retail sales rose 1.3% last month, a sign of resilience

Credit card balances up 15%, grocery spending down

CMHC says annual pace of housing starts slowed in October

Rate dropped 11% to 267,055 units, from 298,811 in September

Wooden blocks with percentage sign and arrow up, financial growth, interest rate increase, inflation concept

Economists see signs of inflation easing, despite annual rate holding steady

Mortgage interest, gas and grocery costs are rising but inflation slowed to 6.9% from 8.1% in June

advisor investor trust

So, you want to be an independent advisor?

Tips from those who made the transition

  • By: Todd Humber
  • November 16, 2022 November 16, 2022
  • 09:16

Ontario to expand access to small-business tax rate, increase disability and senior payments

The province's fall economic outlook forecasts a deficit of $12.9 billion in this fiscal year

Financing as an option when buying a book of business

Availability of capital is influencing acquisitions