Industry News

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Firms pledged to improve Black representation. They still have work to do

June 18, 2024 Melissa Shin
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VersaFi recognizes 20 financial leaders for advancing gender equity

June 18, 2024 IE Staff
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IRS wants to end tax loophole for the wealthy

June 17, 2024 Josh Boak, Fatima Hussein, The Associated Press
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Latest designation from CIFP may allow life agents to use FA title

June 14, 2024 Michelle Schriver
Entrance to Financial Services Regulatory Authority of Ontario
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Complaints up, suspensions down for financial planners in 2023

June 14, 2024 IE Staff
Arrow cube
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Harbourfront acquires Calgary portfolio management firm

June 14, 2024 Jonathan Got
merger
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Value of a Canadian financial advisor decreases slightly year over year: study

June 13, 2024 IE Staff
A black couple are in a meeting with their financial advisor. They are devising a financial plan to send their kids to university at their kitchen table.
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Extra $9B in benefits could be paid through automatic tax filing: PBO

June 13, 2024 Jonathan Got
T4 statement
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Bank CEOs push back on MP calls to reduce oil and gas funding

June 13, 2024 Ian Bickis, The Canadian Press
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National Bank to buy Canadian Western Bank

June 11, 2024 Melissa Shin, Ian Bickis, The Canadian Press
Edmonton
Mary Hagerman

Why holding index funds within a life insurance policy can be tax-efficient

June 11, 2024 Mary Hagerman
Piggy bank under umbrella
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Feds offer few carveouts to capital gains inclusion rate hike

June 10, 2024 Rudy Mezzetta
House of Commons in Ottawa