Insurance: New tax’s big impact
Will Saskatchewan’s new tax drive down sales of insurance?
Will Saskatchewan’s new tax drive down sales of insurance?
Richardson GMP plans a big overhaul to its revenue model
IIROC proposals to shorten CE cycles among industry concerns
Canadians with low levels of financial literacy are less comfortable speaking with their financial advisors
After more than 15 years at Investment Executive (IE) — the last eight as editor-in-chief — I have decided that it’s time to retire. I’ll…
Peter Lee says CIBC's combined services for HNW clients are a "cross-pollination" that appeals to this affluent group
Most advisors voiced their displeasure with their firm's CMS, but advisors with Sun Life and IDC WIN were very satisfied
For many advisors, their firm's back office and administrative support for new business leaves much to be desired
Advisors seek the right combination of technology and support specialists to create strong financial plans for their clients
There's an approach to advisor autonomy at firms, which allows advisors to make product choices for clients without any interference
How advisors rated their firms
Many ratings for Financial Horizons, Freedom 55 and Hub dropped significantly, while Sun Life enjoyed several increases
Most insurance agencies were rated much lower in a bevy of categories this year. Advisors want firms to step up their efforts
The average insurance advisor is notably older and has a much larger investment component in his or her book of business
Third-party web-hosting companies specialize in running websites for businesses such as yours. Here are some tips to help you in selecting one that's right for…
When Paul Tyers wanted to establish referral relationships with accounting firms, the regulations said it couldn't be done. So he helped the regulators rewrite the…
Early valuations and regular reviews can help you determine whether you can make the transition to retirement at any time. You also can account for…
Adding tax-planning to your menu of services can help you retain clients and gain new ones
Two strategies for international equities
Oakville, Ont.-based Harvest Portfolios Group Inc. has completed the conversion of its Tech Achievers Growth and Income Fund, a closed-end mutual fund, into an ETF.…
WisdomTree Asset Management Canada Inc., based in Toronto, has launched two new “smart beta” ETFs, bringing the firm’s total Canadian complement to eight. WisdomTree Yield…
Toronto-based RBC Global Asset Management Inc. is bringing together its socially responsible investing (SRI) funds to create a new suite of mutual funds called RBC…
Montreal-based National Bank Investments Inc. has changed portfolio managers for National Bank Global Diversified Equity Fund. As of September, Montreal-based National Bank Trust Inc. will…
Toronto-based First Asset Management Inc. has launched First Asset U.S. TrendLeaders Index ETF. This ETF is designed to follow the performance of the CIBC U.S.…
To help uncover a solid performer, follow these selection criteria
Premier Brad Wall, Canada’s longest-serving and, until recently, most popular premier, has seen better days. His approval rating has plummeted to a low of 46%…
Former federal Conservative minister Jason Kenney has made headway in his battle to unite Alberta's right
Leadership by the Caisse is being credited with fast-tracking Montreal's long discussed regional mass transit system. The massive pension fund will own 51%
By ejecting Liberal senators from caucus, then appointing independents to the upper chamber, Trudeau may have succeeded where decades of negotiation did not
Editorial
