advisors

CIRO ready to end dual-dealer model CIRO ready to end dual-dealer model

Regulation

CIRO ready to end dual-dealer model

SRO proposes consolidated rulebook, alongside end to dual registration

By James Langton |February 12, 2026

2 min read

GST/HST on mutual fund trailers comes with compliance costs, audit risk GST/HST on mutual fund trailers comes with compliance costs, audit risk

Tax News

GST/HST on mutual fund trailers comes with compliance costs, audit risk

Firms weigh in on what CRA’s new stance on trailing commissions means for dealers, advisors and fund managers

By Michelle Schriver |January 23, 2026

3 min read

Advisors pinpoint tech, support for high-net-worth clients as key to growth Advisors pinpoint tech, support for high-net-worth clients as key to growth

Industry News

Advisors pinpoint tech, support for high-net-worth clients as key to growth

IG Wealth survey echoes findings of IE’s Report Card series

By Staff |November 19, 2025

2 min read

Pressure on bank reps is nothing new Pressure on bank reps is nothing new

News

Pressure on bank reps is nothing new

Reps' concerns have been documented for years in IE's Report Card research

By James Langton |July 9, 2025

3 min read