Conferences – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 14 Nov 2019 00:49:51 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Conferences – Investment Executive https://www.investmentexecutive.com 32 32 Poloz, global regulators to headline OSC conference https://www.investmentexecutive.com/news/from-the-regulators/poloz-global-regulators-to-headline-osc-conference/ Wed, 18 Sep 2019 15:09:30 +0000 https://www.investmentexecutive.com/?p=387220 The regulator has unveiled the preliminary agenda for its annual conference

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]]> Startups to compete for prizes at Montreal fintech conference https://www.investmentexecutive.com/news/industry-news/startups-to-compete-for-prizes-at-montreal-fintech-conference/ Tue, 09 Oct 2018 15:15:18 +0000 https://www.investmentexecutive.com/?p=356869 Janet Yellen will kick off Canada FinTech Forum at the end of the month

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]]> DAC announces 2018 young advisor award winner https://www.investmentexecutive.com/news/people/dac-announces-2018-young-advisor-award-winner/ Wed, 03 Oct 2018 18:47:05 +0000 https://www.investmentexecutive.com/?p=356712 Kristin Ramlal will receive the award at the Distinguished Advisor Conference in Quebec City in November

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]]> ASC reveals policy conference agenda, speakers https://www.investmentexecutive.com/news/from-the-regulators/asc-reveals-policy-conference-agenda-speakers/ Wed, 26 Sep 2018 20:25:49 +0000 https://www.investmentexecutive.com/?p=356399 The second-annual ASC Connect conference will take place Oct. 9

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]]> Current estate plans fall short for many blended families https://www.investmentexecutive.com/news/industry-news/current-estate-plans-fall-short-for-many-blended-families/ Wed, 13 Jun 2018 14:30:10 +0000 https://www.investmentexecutive.com/?p=351358 Financial planners must work very closely with questions to ensure their complex financial and estate goals are met

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]]> “Transitional quality” a key factor in selling your book of business https://www.investmentexecutive.com/news/industry-news/transitional-quality-a-key-factor-in-selling-your-book-of-business/ Tue, 12 Jun 2018 19:56:18 +0000 https://www.investmentexecutive.com/?p=351340 The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary time to transfer the book accordingly

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]]> Gig economy increasingly important to post-retirement clients https://www.investmentexecutive.com/news/industry-news/gig-economy-increasingly-important-to-post-retirement-clients/ Tue, 12 Jun 2018 14:30:15 +0000 https://www.investmentexecutive.com/?p=351254 Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes

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]]> Financial planners need to focus on core services in light of changing landscape https://www.investmentexecutive.com/news/industry-news/financial-planners-need-to-focus-on-core-services-in-light-of-changing-landscape/ Mon, 11 Jun 2018 19:13:28 +0000 https://www.investmentexecutive.com/?p=351224 Although digital advice will play a greater role, financial planners will need to promote the value of professional, holistic advice

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]]> FSCO to revamp insurance advisors’ compliance exams https://www.investmentexecutive.com/in-depth_/special-reports/fsco-to-revamp-insurance-advisors-compliance-exams/ Tue, 07 Nov 2017 20:00:00 +0000 https://avatar.investmentexecutive.com/uncategorized/fsco-to-revamp-insurance-advisors-compliance-exams/ The regulator will begin sending out questionnaires to some advisors who are deemed to be higher risk to determine if they need a more in-depth compliance review

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]]> Former finance minister takes aim at embedded commissions, tax changes https://www.investmentexecutive.com/in-depth_/special-reports/former-finance-minister-takes-aim-at-embedded-commissions-tax-changes/ Tue, 07 Nov 2017 19:00:00 +0000 https://avatar.investmentexecutive.com/uncategorized/former-finance-minister-takes-aim-at-embedded-commissions-tax-changes/ Banning commissions could reduce access to financial advice while proposed tax changes could have a severe impact on business owners, Joe Oliver argues

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