Industry News

Wellington-Altus adds new advisor-focused executive role

January 10, 2024 Katie Keir
announcement

Clients stick with advisors because of personalization: survey

January 10, 2024 Jonathan Got
A black couple are in a meeting with their financial advisor. They are devising a financial plan to send their kids to university at their kitchen table.

Industry moves: Dave Kelly takes on new COO role with Richardson Wealth

January 9, 2024 Katie Keir

Bank CEOs expect further loan-loss provisions and pressure on lending in 2024

January 9, 2024 Ian Bickis, The Canadian Press
CIBC bank downtown
News

Big banks’ ‘sustainable finance’ label misleading, investor group alleges

January 9, 2024 Ian Bickis, The Canadian Press
Sustainable investing
News

Industry asks feds to extend UHT filing exemption

January 4, 2024 Rudy Mezzetta
home building

Interest rate cuts could arrive with spring: Deloitte

January 4, 2024 Rosa Saba, The Canadian Press
binoculars

Liberal tax promise tracker, winter break edition

January 3, 2024 Melissa Shin
News

Monex Group to buy majority stake in 3iQ

January 3, 2024 Jonathan Got
cryptocurrencies

Great West Lifeco closes Putnam Investments sale to Franklin Templeton

January 2, 2024 The Canadian Press
Board room deal making

Here are the changes to CPP deductions starting in 2024

January 2, 2024 Ritika Dubey, The Canadian Press

Brokerage app Webull launches in Canada

January 2, 2024 Jonathan Got