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Co-operators partners with Slice Labs for on-demand insurance

Homeshare insurance will be the first product launched under the duuo brand

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TDAM to provide broader range of diversification choices

The company will rename its existing suite of cash flow series options to provide better transparency and increase the ease of use of the series

  • By: IE Staff
  • July 18, 2018 July 18, 2018
  • 14:00
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Advisors maintain bearish outlook on Canadian stocks

One cause for weaker performance expectations may be concern surrounding the fate of NAFTA

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ICE completes acquisition of Chicago Stock Exchange

CHX will continue to operate as a registered securities exchange

UK CMA proposes pension investment reforms

The proposed reforms aim to increase competition in investment consultancy and fiduciary management sector

futuristic bridge

FSB consults on effects of reforms on global infrastructure finance

The overall amount of infrastructure finance has grown in recent years after a temporary drop during the financial crisis, report finds

birthday candle

Small biz tax changes: where we are now

The federal government’s final proposals received royal assent on June 21

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BCSC panel rules on IIROC panel decision

The case against Vancouver advisor Albert Tassone returns to an IIROC hearing panel

Businessman hand showing financial report on table

Unitholders approve changes to Invesco mutual funds

Invesco Advantage Bond Fund to be renamed Invesco Active Multi-Sector Credit Fund

  • By: IE Staff
  • July 17, 2018 July 17, 2018
  • 15:58
Blind woman with guide dog

Investors Group expands RDSP investment options

New products and lower fees offer investors greater flexibility in how they manage their plans

senior couple meets with advisor at home

FCA consults on duty of care requirement

The goal is to improve industry conduct and ensure that firms are treating clients properly.

tractive happy senior chinese couple sitting on the front steps of their house.

Older homeowners value their independence

Many homeowners are feeling pressured to sell to help finance their retirement

IIAC, PMAC create standardized template for service arrangements

The draft template details the obligations of investment dealers and portfolio managers in serving shared clients

  • July 16, 2018 July 16, 2018
  • 14:30

Kingsway Financial Services sells non-standard auto insurance business

The sales is expected to close in the third quarter

  • July 16, 2018 July 16, 2018
  • 10:25

Broadridge launches prospect intelligence platform for advisors

Automated content recommendations are designed to help advisors engage with clients and prospects more efficiently

CIBC Mellon appoints new CFO

Karen Rowe succeeds Duncan Webb

Wealth One Bank of Canada names CEO

Jack Zhu was previously president and CEO of the Bank of China (Canada)

  • July 5, 2018 July 5, 2018
  • 11:25

Former missing advisor pleads guilty to fraud

Harold Backer sentenced to 13 months in jail

Quebec offers green bonds to investors

The fixed-rate bonds will be used to finance projects devoted to the environment

Lower risk ratings for Horizons covered call ETFs

No changes have been made to the investment objectives or strategies of the ETFs

Investors’ interest in ETFs growing: survey

Advisors expect their allocations to ETFs to grow by 50% over the next two years

OSC suspends mutual fund rep for failing to pass CPH exam

The inability to successfully pass the exam after four attempts demonstrates that the rep lacks the requisite proficiency

FCA proposals aim to improve competition in the investment platform market

The proposals would strengthen competition between asset managers, make it easier for investors and advisors to switch platforms and tackle price discrimination

OSFI consults on Basel III implementation

Discussion paper proposes tweaks to better suit the Canadian banking market

Canadian manufacturing sales up 1.4% in May

The gains more than made up for the drop seen in April

Energy stocks weigh on TSX

Loonie climbs higher; U.S. markets finish mixed

Foreign investors sold Canadian equities in May

Canadian investors purchased foreign bonds