Industry

Bluewater team officially joins Laurus Investment Counsel

September 30, 2016 IE Staff
Client Communications

Casual Friday: Client event etiquette

September 30, 2016 Beatrice Paez
Casual Friday: Client event etiquette

Develop an understanding of investors’ personalities to increase engagement

September 30, 2016 Tessie Sanci
Demographic changes are impacting the retirement landscape

Canadian DB pension plans see rise in solvency ratio in Q3

September 29, 2016 IE Staff
Ontario’s new public sector pension manager comes into effect

Manulife opens new LOFT location in Singapore

September 29, 2016 IE Staff
Firms increasingly adopting electronic data feeds to track insurance policies
Special Reports

IFIC urges regulators to reconsider

September 29, 2016 Jade Hemeon
Toronto home sales tank 40% in July
Practice Management

The three worst reasons for buying a book of business

September 29, 2016 Beatrice Paez
Asking for referrals: pick up the phone

Canaccord to adopt Hootsuite platform for social media strategy

September 29, 2016 IE Staff
U.S. asset managers in the dark on social media

CRM2: Top three things for advisors to do before 2017

September 29, 2016 Susan Silma
CRM2: Top three things for advisors to do before 2017

IFIC supports MFDA’s proposed proficiency standard for reps to sell ETFs

September 29, 2016 James Langton

Advisors face major challenges relating to client expectations

September 29, 2016 Fiona Collie
Regulators issue FAQ on investment dealer prospectus exemption

Seneca introduces course on fighting financial crime

September 28, 2016 Tessie Sanci