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Home News Industry News

Latest news in Industry News

enior couple meeting advisor

Client loyalty not leading to referrals

Clients says advisors are not engaging in all aspects of their financial lives

Downtown Vancouver, BC with bridge over harbour

Borealis AI expands lab network into Vancouver

Applications of computer vision are new to the financial services industry

  • By: IE Staff
  • April 23, 2018 April 23, 2018
  • 10:31
Cliffs of Ireland

Great-West Lifeco to expand in Ireland

GWL subsidiary Irish Life to acquire strategic investment in Invesco Ireland

meeting room interior with table, raw of chairs and block-notes,decorated in black and white tones

FPSC reports increase in public complaints

More than half of the cases heard by FPSC’s disciplinary hearing panel in 2017 resulted in a suspension

cybersecurity of network of connected devices and personal data security, concept on virtual interface with consultant in background

Ottawa’s new privacy rules give businesses flexibility on data breach reporting

New regulations for the Personal Information Protection and Electronic Documents Act take effect Nov. 1

Contnuing education concept: pixelated words continuing education on digital background, 3d render

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

Growth red graph over golden coins stacks over white

Longevity beginning to change investor behavior

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

xhausted businessman dragging heavy chains

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

Businessman calculating and checking articles of agreemen

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
workforce team work business people in motion success corporate ladder employees appointment notice

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

Insurance. Chart with keywords and icons

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

Many hands choosing cryptocurrency coins from box labeled ICO

Cryptogiving.ca matches digital currency donors with charities

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

three businessmen sitting at a table negotiating and signing a contract. handskake. mediation concept.

OBSI seeking comment on revised terms of reference

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

Technology security concept. Modern safety digital background. Protection system

SIFMA releases data aggregation principles

The goal is to help clients better protect their data

Toronto sign in Nathan Phillips Square with Old City Hall and downtown buildings in the back

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

High angle view of businesspeople shaking hands and closing a deal

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 HQ

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