Home In Depth Special Reports IFIC Leadership Conference 2016

IFIC Leadership Conference 2016

News and insight on regulatory reform and robo-advisors from the Investment Funds Institute of Canada annual conference in Toronto on Sept. 29. Photo copyright: kasto/123RF.

October 6, 2016

Robo-advisor delivers value to millennial clients

David Nugent, portfolio manager and chief compliance officer, Wealthsimple, explains how the robo-advisor firm digitizes the investment process to offer millennial clients advice and value. He spoke at the IFIC annual leadership conference 2016 in Toronto.

  • October 6, 2016 December 15, 2017
  • 09:50

Boost your business with robo-advisors

Marcia Moffatt, head of BlackRock Canada, explains how full-service advisors can use robo-adviice to help boost assets, broaden their client base, and give better and more personalized service to clients. She spoke at the IFIC annual leadership conference 2016 in Toronto.

  • October 5, 2016 December 15, 2017
  • 05:15

IFIC’s response to the CSA’s proposed reforms

Paul Bourque, president and CEO, Investment Funds Institute of Canada, outlines the industry group’s response to the CSA’s targeted reforms and “best interest” standard. He spoke at the IFIC annual leadership conference 2016 in Toronto.

  • October 4, 2016 December 15, 2017
  • 05:00

IFIC urges regulators to reconsider

Several proposed reforms “are either impractical, unenforceable, or would adversely affect investors’ access to advice”

  • September 29, 2016 September 29, 2016
  • 12:00