IE Staff

Advisors’ Report Card

Advisors’ Report Card 2021 main chart

October 12, 2021 IE Staff
2021 Advisors' Report Card main chart blurred
From the Regulators

FSRA consults on proposed priorities

October 8, 2021 IE Staff
Research and Markets

U.S. advisors to bolster marketing efforts, target younger clients

October 7, 2021 IE Staff
Industry News

Great-West Lifeco partners with Sagard Holdings

October 7, 2021 IE Staff
Industry News

Lesley Poole named FP Canada Fellow

October 6, 2021 IE Staff
Industry News

Collaboration with clients will provide greatest financial planning value: FPSB survey

October 6, 2021 IE Staff
advisor and client meeting
Products

BMO InvestorLine updates features of advice service for online investors

October 6, 2021 IE Staff
man using laptop
From the Regulators

Cary List, Jim Sinclair join OSC’s independent Investor Advisory Panel

October 5, 2021 IE Staff
Products

CIBC introduces new depositary receipts

October 5, 2021 IE Staff
vintage microphones
Products

Canadian ETFs took in only $2.2 billion in September

October 5, 2021 IE Staff
Industry News

IDC WIN acquires insurance assets from AFL Groupe Financier

October 4, 2021 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
Products

Novacap closes private fund focused on financial services

September 30, 2021 IE Staff
announcement