Comment & Insight
OBSI not functioning as an ombudsman
Editorial
- By: IE Staff
- June 23, 2016 November 12, 2019
- 23:00
Top Stories in Insight
Only the profession itself can interpret a best interest standard
Implementing a best interest standard and leaving the oversight of advisors to the existing regulators is not a viable option
- By: Greg Pollock
- June 14, 2016 November 12, 2019
- 15:00
Comment & Insight
Position would be laughable, if not so sad
Editorial
- By: IE Staff
- May 19, 2016 November 12, 2019
- 23:40
Letters to the Editor: No confusion, Advocis says
As the U.K. reconsiders rules banning embedded commissions, Advocis reaffirms its commitment to both raising proficiency standards for advisors and embedded compensation
- By: Greg Pollock
- May 12, 2016 November 12, 2019
- 14:30
Letters to the Editor: Proficiency, not commissions, reduces number of advisors
It’s worth reviewing the experience of the U.K., where advisors have faced higher proficiency standards since 2013
- By: Kelly Rogers
- May 11, 2016 November 12, 2019
- 11:00
Letters to the Editor: Commission-based advisors can be held to highest standards
John De Goey’s response to Advocis fails to address how clients will suffer if many have to leave the business
- By: Debbie Hartzman
- May 11, 2016 November 12, 2019
- 10:30
Letters to the Editor: Confusion at Advocis?
It seems contradictory to ask for both the retention of embedded fees and higher standards for financial advisors
- By: John De Goey
- May 10, 2016 November 12, 2019
- 13:00
Letters to the Editor: Higher professional standards needed
To protect clients, Advocis supports a new professional accreditation for financial advisors. Failure to do so will leave regulatory gaps.
- By: Greg Pollock
- May 6, 2016 November 12, 2019
- 11:30
Embedded fees provide clients with options
Transparency issues are being addressed by CRM2
- By: Bruce Loeppky
- April 14, 2016 November 12, 2019
- 10:30
Banning embedded fees will hurt investors, Advocis says
A recent report finds most people prefer the commission model
- By: Greg Pollock
- April 7, 2016 November 12, 2019
- 11:00
Opinion: Insurers need to call the same riders by the same names
Clarity for clients makes it easier to shop across carriers
- By: Jonathan Got
- April 22, 2026 April 22, 2026
- 12:59
Bare trust debacle makes fools of the law-abiding
Editorial: Last-minute policy reversals undermine an already fragile trust between tax authorities and the public
- By: IE Staff
- March 29, 2024 March 29, 2024
- 12:38
Guardian Capital acquires majority of Ontario investment counselling firm
CEO Ken Rae sells his stake but stays on as key leader
- By: Greg Meckbach
- June 28, 2022 June 28, 2022
- 10:02
Beyond the bill
Why the energy transition still matters
- By: John Cook
- August 8, 2025 August 8, 2025
- 12:59
3 reasons private assets are less volatile
Hint: it has nothing to do with how frequently these investments are priced
- By: Allan Seychuk
- May 26, 2025 May 26, 2025
- 11:34
How business owners can benefit from the capital dividend account
We can’t rule out a future change to the capital gains inclusion rate, but Ottawa has reversed course for now
- By: Geoffrey Jones
- May 2, 2025 May 2, 2025
- 09:41
Opinion: Credit bureaus should do more to protect consumer data
They should alert Canadians anytime someone tries to access their data — immediately
- By: Barb Amsden
- April 27, 2026 April 27, 2026
- 09:41
Re: Single-Stock ETFs highlight a gap between conservative advisors and FIRE investors
Leverage feels great when things go your client’s way — but a lot of times they don’t
- By: Vince Herlaar
- April 24, 2026 April 24, 2026
- 13:44
Re: AI means potential ‘big shift’ in regulatory responsibilities: Kriegler
Andrew Kriegler deserves credit for saying what too many prefer to leave unsaid
- By: Harvey Naglie
- April 23, 2026 April 23, 2026
- 10:31
It’s time to ban embedded fees
Editorial