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Pretty female college student sitting in a classroom full of students during class

Number of CFP exam candidates hits record high

The overall pass rate for the most recent sitting was 55%

  • By: Staff
  • January 18, 2019 January 18, 2019
  • 12:09
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Mutual fund sales deteriorate in December: IFIC report

Only money market and specialty funds had positive net sales for the month

  • By: Staff
  • January 18, 2019 January 18, 2019
  • 10:06
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Canada’s inflation rate accelerates to 2%, likely a temporary jump

Find out why the latest economic data is unlikely to affect monetary policy

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Ottawa dentist sentenced to jail for tax evasion

The case is the first to apply money laundering provisions to a tax evasion conviction

  • By: Staff
  • January 17, 2019 January 17, 2019
  • 15:47

B.C. investors to partially recoup losses from fraud

The BCSC obtained money from selling the property of a former mutual fund salesperson

  • By: Staff
  • January 17, 2019 January 17, 2019
  • 14:13
Worker in protective clothing in factory using machine

Manufacturing surge pushes U.S. industrial production up 0.3%

Monthly gain supports view of a strong U.S. economy

Abstract - world connect

Global growth is slower but not stalled: Fitch

Outlook for above-trend growth in the U.S. remains intact

  • By: Staff
  • January 17, 2019 January 17, 2019
  • 15:19
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Outlook for high-yield credit

What to consider for portfolio positioning

Tired & headache asian businessman work overtime

Comment period on proposed pilot study gets extended

Firms can comment to Mar. 1 on the CSA's proposed study that would curb trading fee rebates

  • By: Staff
  • January 17, 2019 January 17, 2019
  • 12:12
Close-up. Smiling young businesswoman holding cardboard box with her things.

Tax planning when your client receives severance

The tax implications depend on how severance is characterized

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U.S. investors chose passive over active in 2018

Moody’s says passive funds represent superior technology for retail investors

Founder of Vanguard, John Bogle, dies

The industry titan passes away aged 89

Stock Market Data. Candle stick stock market tracking graph.

Putting market volatility in perspective

Are investor fears overblown?

Finger art of people during quarrel

Investor anger about DSCs palpable in comment letters

In submissions to the CSA, investors are critical of regulators and advisors

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Helping clients sell a business

Every transaction presents unique challenges

IA Financial introduces virtual assistant service

Clients can access financial planning tools using Google Assistant

  • By: Staff
  • January 17, 2019 January 17, 2019
  • 10:33

Make sure your client understands HELOC risks

The FCAC finds a knowledge gap

  • By: Staff
  • January 15, 2019 January 15, 2019
  • 14:49

iA adds savings, mortgage functions to mobile app

The new functions add to existing insurance and savings services

  • By: Staff
  • January 10, 2019 January 10, 2019
  • 11:17

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