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Enhanced advisor expertise key to investor satisfaction

Investors rated three characteristics of advisor education programs as particularly important

Financial firms earn perfect score for LGBT diversity

Index identifies companies listed on the S&P/TSX composite index that promote diversity and inclusion

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Longevity beginning to change investor behavior

More high-net worth investors expect they will live to 100

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Slideshow: Regulators’ ratings in the past decade

While some of the regulators have seen their ratings remain stable, others have had wild swings in theirs

City skyline at night

WCM honours 16 corporate leaders

Champions selected for advancing progress in gender diversity

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Tax preparers join together to promote innovation

TFEC will help to improve collaboration between the CRA and the tax preparation and software industry

  • April 18, 2018 April 18, 2018
  • 10:45
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Public Policy Forum and TD Bank announce job research partnership

PPF will conduct research to explore how Canadians can adapt and thrive as the nature of work evolves

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Manulife joins CAFII

The insurance giant becomes the first of the Big Three life insurers to join the association, which represents the insurance arms of Canada’s major banks…

Toronto Skyline at dusk, Ontario, Canada

RCMP conducts searches in syndicated mortgages probe

Six searches carried out in the Greater Toronto Area

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Cryptogiving.ca matches digital currency donors with charities

Dozens of Canadian charities are currently accepting or moving to accept cryptocurrency donations

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OBSI seeking comment on revised terms of reference

The revisions have been reviewed by regulators and provisionally approved by OBSI’s board

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SIFMA releases data aggregation principles

The goal is to help clients better protect their data

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Feds fund TFSA’s ASPIRE program

The program’s goal is to address the upcoming labour shortage in the financial services industry

Bank of Nova Scotia main branch in Calgary, Alberta

Scotiabank deal to sell Malaysian unit called off

The bank is reviewing its strategic options for its Malaysia franchise

personal development, personal and career growth

Jim Ruta to join forces with Norm Trainor

Both advisor coaches will merge their consulting businesses into Trainor’s firm, The Covenant Group

Business man at a fork in the road

IFSE Institute introduces career tool

Career Pathways aims to help financial services professionals just starting out or looking to advance in their careers

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Equisoft acquires Kronos Technologies

Kronos is best known for its investment and insurance customer relationship management application and a financial needs analysis tool

Bank of Nova Scotia main branch in Calgary, Alberta

Scotiabank CEO concerned over Trans Mountain fate, Canadian competitiveness

The bank is investing $250 million over the next decade to help its employees adapt to the digital economy

Heavy Industry on Coast of Canada

IA purchases B.C. MGA

ABEX Brokerage Services and ABEX National Brokerage will be integrated in PPI, a new subsidiary that IA acquired six weeks ago


CIBC looking to raise up to US$240 million in FirstCaribbean stock offering

CIBC is expected to maintian a majority stake in FirstCaribbean after the offering

Three business women

WCM Return to Bay Street 2018 applications now open

The awards have helped 42 senior professional women return to the capital markets industry after an extended absence

  • April 10, 2018 April 10, 2018
  • 15:15

Keybase adopts Invesco’s advisorDUO platform

The mutual fund dealer will give more than 150 advisors access to the online digital wealth-management platform

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ATB invests in AI partnership with University of Alberta

The interdisciplinary team encourages students and researchers to develop real-world banking solutions and applications

Silhouttes of Two Business People Having a Handshake

Clearpool Group partners with BMO Capital Markets

The electronic trading software provider expands to Canada

Fintech Investment - group of people in meeting with abstract charts and graphs on table

Banks may be sidelined in age of social media, big data, warns RBC CEO

Canada’s biggest banks have been investing heavily in technological innovation to stay ahead of the curve