Canada’s Financial Industry Newspaper | Investment Executive
Quebec to drop withdrawal limit for LIFs in 2025. Investment Executive has the latest news and analysis on investment products, industry news and securities regulation for financial advisors.
News for Canadian Financial Advisors - Investment Executive
6 days ago · What Trump’s election could mean for interest rates in Canada. Trump's promised policies risk higher inflation, which could affect Canadian rates, loonie: economists. By: Rosa Saba, Canadian Press. November 8, 2024. 09:36. Breaking industry and regulatory news for IIROC, MFDA and life insurance-licensed financial advisors, portfolio managers ...
Soundbites: Weekly insights on market trends and financial …
Nov 7, 2024 · Market exuberance ignores potential threats on the horizon. Featuring: Vince Childers. September 17, 2024. 13:01. From: Cohen & Steers Capital Management. Funds: Canada Life Diversified Real Assets Fund - mutual fund. Diversified Real Assets – …
About Us - Investment Executive
Investment Executive (IE) is Canada’s national newspaper for financial professionals. Launched in 1989, IE is published up to 10 times a year with one special supplement. Its circulation comprises more than 31,000 financial advisors, industry executives and portfolio managers. No other financial media has the depth of IE.
Tools - Investment Executive
Find accredited CE courses. Earn free CE credits with courses brought to you by Investment Executive and our partners. We offer CE lessons that are accredited by The Institute, IIROC, FPSC and other bodies. Certificates are issued electronically through CE Corner. Go to …
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If you have any problems with the Registration or Log in pages, call 1-844-241-0116 or send an e-mail. Investment Executive. 5353 Dundas St. West, Suite 400. Toronto, ON M9B 6H8. Canada. You can contact us by email or phone. Editorial (newspaper and website) To reach an IE reporter or staff member, e-mail.
Straight talk on financial planning software - Investment Executive
Dec 11, 2023 · The software is designed specifically for Canadian taxation, which is invaluable for our clients with holding companies, individual pension plans, RRSPs, family trusts, and more. While it maynot be the simplest software, its capability to address intricate financial scenarios sets it apart. Cesare Salerno, Vice-president and regional director ...
iA Financial launches iA Private Wealth brand - Investment Executive
Jan 18, 2021 · 09:30. iA Wealth is merging its iA Securities and HollisWealth platforms under the new brand name of iA Private Wealth, the Toronto-based firm announced Monday. The merger creates an IIROC dealer with over $40 billion in assets under administration and a national network of more than 500 investment advisor and portfolio manager teams.
Covered calls come for fixed income | Investment Executive
November 7, 2023. 13:00. alexsl/iStock. Half a dozen fixed-income ETFs are the newest to rely on options writing to generate high monthly distributions. Up until recently, these yield-enhancing strategies — mainly accomplished through covered calls — were found only in equity ETFs. New offerings from four different firms have arrived in ...
Landscape more favourable for long-term bond ETFs
Feb 12, 2024 · For that reason, BMO GAM strategists favour modest exposure. In a typical 60/40 portfolio that holds 40% in bonds, Lee suggested a reasonable allocation to long-term bonds would be 3%–5% of total assets. Within the Canadian long-term category, funds such as the BMO Long Federal Bond Index ETF and Mackenzie’s new ETF invest exclusively in ...