Industry

Financial Planning

Now is the time for clients to consider tax loss selling to offset gains

November 23, 2017 Craig Wong, The Canadian Press

CPPIB buying stake in BGL Group for $1.1 billion

November 23, 2017 The Canadian Press
Practice Management

Six ways to make insurance more compelling

November 22, 2017 Jim Ruta
Six ways to make insurance more compelling

Invesco launches advisorDuo

November 22, 2017 Fiona Collie
IE’s Regulatory Reporter: April 2017

Clients becoming more aware of fees thanks to CRM2 reports

November 22, 2017 Jade Hemeon
IFIC campaign encourages investors to open their statements

CIBCAM commits to PRI

November 22, 2017 IE Staff

New fintech hub at Rotman focused on innovation

November 21, 2017 Fiona Collie
Canadians slow to adopt fintech

RBC added to list of global systemically important banks

November 21, 2017 Armina Ligaya

Desjardins to rebrand State Farm business

November 21, 2017 Megan Harman

CRA call centre hard to reach: auditor

November 21, 2017 Terry Pedwell

Canadians not making savings a priority

November 21, 2017 Leah Golob
CI to introduce automatic preferred-pricing programs

RBC setting up lab in AI-friendly Montreal

November 21, 2017 Ross Marowits