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Insurance advisors embrace mobile

Advisors in the brokerage and mutual fund channels have been slower to adopt the new technologies

Investor advocates miffed at the OSC

The Ontario Securities Commission's IAP and FAIR Canada say that it's been a bad year for investor protection in Ontario

Provinces still practising restraint

Despite some exceptions, most provinces continue to post deficits - and some are facing serious challenges

IG’s Taylor sees more good times ahead

The Investors Group CEO says both AUM and client returns are on the rise, with the firm well positioned to continue to prosper

Pension reform: Help or hindrance?

Advisors have reservations about measures to increase access to pensions, from complexity to ineffectiveness

Optimism over national regulator

Although it appears that progress on the co-operative national regulator has stalled, there's work taking place behind the scenes

The Wright stuff for Central 1?

Economist and ex-civil servant Don Wright takes the helm at Central 1 in a time of regulatory and competitive change

Mandeville’s MFDA reps now sell ETFs

Unique arrangement makes this the first time MFDA-licensed reps are able to offer clients ETFs

CRA review is mostly positive

The auditor general's recent report found the CRA is fulfilling its mandate to identify and prevent non-compliance

New literacy guru given her mandate

Canada's Financial Literacy Leader is tasked with improving the financial knowledge of people across the country

Designations and seniors: Use caution

Guidance notes from IIROC and IIAC flag concerns about designations claiming special expertise with elderly clients

Alert snowbirds to new border rules

Exit controls will soon be in full force at the Canada-U.S. border, creating a range of tax and immigration issues for snowbirds

The chore of implementing CRM 2

The CSA says it is considering further reforms as part of consultations on mutual fund fees it launched in 2012

More managers, better performance

New studies suggest that mutual funds with more than one portfolio manager tend to perform better

Profit survey: Solid growth persists in Q4

Public financial services firms report healthier profits many also boosted dividends after the end of Q4 last year

Fund Facts POS delivery moves closer

The CSA is finally moving to impose disclosure when mutual funds are sold, regardless of fund type or sales channel

Ponzi scheme repayment not taxable

Tax court rules that money returned to a bilked investor is return of capital

Mignault appeal likely

A $500,000-plus judgment against Great-West Life arising out of fraud by a rogue broker could be overturned

Budget analysis

Exclusively on IE:TV

  • By: IE Staff
  • March 1, 2014 October 30, 2019
  • 00:00

Canadian co-operatives come together

New national council will focus on three areas of shared concern

Gross at FAIR Canada

Neil Gross is the new executive director at the Toronto-based Canadian Foundation for Advancement of Investor Rights (a.k.a. FAIR Canada). The veteran securities lawyer takes…

Special advisor at BoC

Veteran investment banker Line Rivard of Montreal now is a special advisor to the Bank of Canada on financial system issues. She will help the…

OSC proposal to result in better stocks?

There's evidence to suggest that having a greater representation of women in publicly traded firms results in better performance

Rules consolidation problematic?

New standards for negligence and notice of investigation are being criticized

Verschuren appointed

Federal Finance Minister Jim Flaherty has appointed Annette Verschuren as the new chairwoman of the Venture Capital Expert Panel. Verschuren was already a member of…