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Provinces work to mend their budgets

But their progress may be threatened by U.S. economic and tax policies

Second-half performance

Exclusively on IE:TV

  • By: IE Staff
  • May 31, 2017 October 31, 2019
  • 23:00

Regulator asks: Show us proof of harm

Regulator wants to hear something new in embedded fee debate

New on the block

Wellington-Altus is on the hunt for entrepreneurial advisors

Talking, online

Banks are building digital connections with clients

Keeping tabs on policy changes

Court decision means a former spouse loses access to life insurance proceeds because of change to beneficiary in ex-spouse's policy

Restructuring at GWL spawns questions

Insurer consolidates its distribution activities with those of its subsidiaries. Is there more to come?

Tightening the disciplinary screws

Enforcement investigations and prosecutions on the rise

Insuring the DIY investor

Survey data indicate that DIY investors are a potential source of clients for insurance advisors

Newsmaker: Guiding a massive digital makeover

The head of Scotiabank's aggressive push into an international tech makeover says the transformation is being driven by disruptive forces already in motion

Profit Survey: Earnings up despite modest economic growth

The Big Six banks all had double-digit increases in income, with all major divisions reporting stronger results

Newsmaker: Fighting for the right to choose

Scott Findlay, the new head of the IFB, says that maintaining the independence of financial advisors is crucial to ensuring that clients have the best…

The gender gap in financial matters

Survey suggests more women than men are confused by financial jargon, and women tend to avoid investment risk

Newsmaker: Embracing a world of change

Rowena Chan, the new head of TD Wealth Financial Planning, wants to double assets under administration

A harsh lesson for potential executors

A court rules that trustees and executors can be on the hook for losses if the estate's assets aren't managed prudently

As VC grows, some firms are left behind

The VC industry hopes the federal budget will preserve a program designed to boost investment, yet argues VC firms already up and running struggle to…

Free plans from Toronto startup

Planswell offers clients financial plans based on an online questionnaire. Clients then can sign up for services

Clarification

In an article about the 2016 performance of mutual fund families in the February issue of Investment Executive (Resources stocks were the story in 2016),…

  • By: IE Staff
  • March 1, 2017 October 31, 2019
  • 00:50

Advisors: Get to know your newcomers

Many recent immigrants have preferences for certain goals, such as education and a home. And while they can quickly become major clients, they also vet…

Federal budget 2017

Exclusive live event

  • By: IE Staff
  • March 1, 2017 October 31, 2019
  • 00:00

Estate case focuses on widow’s intention

Advisors should help clients with their final intentions prior to their deaths. This should help prevent legal battles

Lifecos turn to data analytics

Faster and easier underwriting is welcome, but there are concerns less testing could lead to claims being questioned

Rethinking wealth management

TD Wealth Private Wealth Management has been hiring “wealth advisors”

Berthiaume wins top award

Denis Berthiaume, senior executive vice president and chief operating officer of Lévis, Que.-based Desjardins Group, has been named 2016 Financial Personality of the Year in…

  • By: IE Staff
  • February 15, 2017 October 31, 2019
  • 00:50

RRSP withdrawals a worrisome trend

Advisors need to talk to clients about their retirement future and show the potential damage RRSP withdrawals cause

  • By: Paul Brent
  • February 15, 2017 October 31, 2019
  • 00:50