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Ontario one step closer to regulating financial planners

A new consultation paper invites comments on proposals that would restrict the use of the title “financial planner” to those with the necessary proficiency or…

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Quebec proposes amendment to new law allowing sale of insurance online

The change would clarify that insurance firms must have a registered rep available to assist clients when they buy an insurance product online

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Co-operators acquires full ownership stake in CUMIS

Co-operators and Central 1 say the deal was made to strengthen each firm’s respective core business

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Bank branches retain their appeal

While baby boomers and millennials are frequenting their neighbourhood branches, their reasons for doing so are quite different

  • March 15, 2018 March 15, 2018
  • 14:00
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BMO stops credit and debit card purchases of cryptocurrencies

The bank’s decision follows a similar move by Toronto-Dominion Bank last month

  • March 15, 2018 March 15, 2018
  • 12:45
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Complaints rise in 2017: OBSI

The dispute resolution service aims to reduce the time it takes to resolve investment and banking complaints

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BMO launches Facebook, Twitter chatbots

The chatbots have been fed with the top customer questions received at BMO’s call centre and the bank’s websites

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High-net worth investors are active art collectors

Collectors are motivated by a desire to support arts and culture

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Google to ban ads for speculative financial products

The ban on ads for binary options, cryptocurrencies and related products will take effect in June

  • March 14, 2018 March 14, 2018
  • 13:00
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Silicon Valley Bank pursues expansion in Canada

Barbara Dirks to lead Canadian team

BMO signage in Indianapolis

BMO among world’s most ethical companies: Ethisphere Institute

The bank is one of only two companies in Canada to be honoured

  • By: IE Staff
  • March 14, 2018 March 14, 2018
  • 09:25
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Credit Suisse to provide back-end services for Vexo’s ETFBahn

Trades executed through ETFBahn will now flow through Credit Suisse, which will provide record keeping execution and custody services

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Canada’s bank CEOs get pay raise

Royal Bank of Canada’s Dave McKay was paid the most among his peers with $12.43 million in total direct compensation

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Wealth-management CEOs optimistic about growth

Major changes to fees, products, distribution, regulation, technology and workforce could disrupt the industry

Gemini founders propose cryptocurrency SRO

The Virtual Commodity Association would introduce standards, provide oversight, and self-regulation to the emerging industry

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Report sees potential in central bank digital currencies

Policymakers are concerned about the impact of a digital currency that’s intended for use by the general public

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IIAC seeks nominations for 2018 Top Under 40 Award

The call for nominations closes on June 1

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Aligned Capital Partners launches digital vault

The FutureVault platform will enable advisors to quickly and securely collaborate on business and client information, anytime and from any device.

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Canadian asset managers honoured

Addenda Capital, Greystone Managed Investments and Phillips, Hager & North lead institutional rankings

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    Almost half of Canadians intimidated by investment decisions: survey

    Many are seeking tools to help them invest smarter

    • March 12, 2018 March 12, 2018
    • 11:27
    Downtown Calgary with River skyline`

    Calgary’s MLD joins Canaccord Genuity

    Canaccord continues to expand wealth-management business

    • By: IE Staff
    • March 12, 2018 March 12, 2018
    • 09:45
    Customer Relationship Management handshake provider and customer flat illustration

    LOGiQ and Grenville to combine

    The companies believe the deal will result in a company that offers a more effective and viable platform for enhancing shareholder value

    • By: IE Staff
    • March 12, 2018 March 12, 2018
    • 08:29

    Purpose Financial acquires Thinking Capital

    All employees of online lender Thinking Capital will remain with the firm following completion of the transaction

    • By: IE Staff
    • March 9, 2018 March 9, 2018
    • 08:43
    Young Businesswoman Addressing Boardroom Meeting

    Paving a path to gender parity in the C-suite

    Canada still lags behind other countries when it comes to the representation of women on boards, experts say