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  1. James Langton
    At some banks, advisors resemble their brokerage or dealer counterparts; at others, they appear to be positioned much closer to traditional frontline retail bankers
  2. James Langton
    The company has hired Tata Consultancy Services to implement a new single, integrated technology platform to replace the legacy systems
  3. James Langton
    A new report from the global body urges regulators to keep a close eye on 10 issues, ranging from cyber crime to regulatory governance
  4. Megan Harman
    The U.S. firm, which provided software for insurance advisors to monitor their clients’ in-force life insurance policies and identify sales, closed down last week
  5. James Langton
    Dan Busi takes over as chairman, Brett Millard as vice chairman and Dave Wild, Ron Harvey and Martin Dupras join the board as directors
  6. Fiona Collie
    Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of this year’s Report Card on Banks, which show that the Big Six Banks are failing to live up to branch-based advisors’ expectations.
  7. IE Staff
    Qualifying fintech firms in Ontario will have access to FinTech Sandbox’s various services at no cost
  8. IE Staff
    Canada’s Big Six banks are struggling to live up to their branch-based financial advisors’ expectations
  9. Patricia Chisholm
    Failure to keep a potential beneficiary informed overrides a limitation period, B.C. court rules
  10. Special Feature

    Consumer Insights

    IE Staff
    A monthly examination of the complex interplay among Canadian consumers, money and financial advice