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IE Staff

From the Regulators

FSRA extends timeline for approving title credentialing bodies through 2023

July 5, 2023 IE Staff
Financial Services Regulatory Authority of Ontario logo
From the Regulators

SEDAR+ to launch on July 25

June 30, 2023 IE Staff
stack of files
Industry News

Investment advice seen as a key benefit of open banking: survey

June 30, 2023 IE Staff
Businessman taking travel plan from a tourist agent at a tourist agency counter.
Research and Markets

Drop in business optimism in June may indicate cooling economy

June 29, 2023 IE Staff
A bear rests on top of a downward pointing stock chart.
From the Regulators

CSA extends comment period for diversity proposals

June 28, 2023 IE Staff
Adult senior diverse multi-ethnic Caucasian Hispanic Middle Eastern CEO executive team business people together in conference meeting room in contemporary modern office bright sunny daylight sunset dusk talking discussing planning organizing strategy well dressed suit and tie teamwork cooperation diversity multi-ethnic problems solutions unity cityscape downtown urban new beginnings breaking new ground dreamlike decisions choices the way forward diversity
People

Industry moves this week

June 27, 2023 IE Staff
new label
From the Regulators

OBSI adds two consumer interest directors to board

June 26, 2023 IE Staff
Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Horizontal, blurred (Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Ho
From the Regulators

New Brunswick passes title protection legislation

June 19, 2023 IE Staff
Industry News

5 strategies to transition the family business

June 15, 2023 IE Staff
advisor and client meeting
Research and Markets

Value of a Canadian financial advisor rose in 2022

June 12, 2023 IE Staff
advisor investor trust
From the Regulators

Title protection fee proposal in Ontario draws criticism from planning associations, investor advocates

June 6, 2023 IE Staff
Hand stopping dominos
Research and Markets

Clients want to save for kids’ education but don’t know how

June 6, 2023 IE Staff
Piggy bank on books
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