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  1. Beatrice Paez
    Although only 14% of the deals that took place last year involved an insurer or its venture arm, this is a significant increase from 3% in 2014
  2. James Langton
    Fintech firms that apply will be screened based on a variety of criteria and those selected will receive select fixed-income and equity market data
  3. James Langton
    The re-released 2016 guidelines include new insight into the sources used to develop the projections, along with some historical data
  4. IE Staff
    MyAdvisor combines new online advice platform with real-time access to the bank’s financial advisors
  5. Fiona Collie
    The firm has created its own RESP account-opening process through Canadian ShareOwner after stopping support of the product soon after launching in 2014
  6. Associated Press
    The settlement will include customers who had accounts opened without their permission
  7. James Langton
    Montreal and Vancouver have also risen in the rankings while Calgary has taken a big step back because of volatility in the energy sector
  8. James Langton
    Baillie Gifford, Phillips, Hager & North and PIMCO distinguished themselves by building strong relationships, Greenwich says
  9. James Langton
    Shareholders have an interest in knowing how their companies invest in influencing public policy
  10. Beatrice Paez
    With family dynamics playing an influential role in estate planning issues, advisors have a critical role to play in the process