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SP Wealth selects Nest Wealth digital platform

The robo-advisor platform with allow the firm to substantially reduce the administrative work that doesn’t add value to clients

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B.C. law targets condo flipping, tax evasion, rental home protection

The government will share the presale data it collects with the Canada Revenue Agency to monitor taxes

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GWL executive named new head of Financial Horizons

Nick Pszeniczny, executive vice president of the Advisory Network, GWL’s, Canada Life’s and London Life’s combined distribution organization, will step into his new role on…

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Report outlines FAIR Canada’s achievements

The investor advocacy group is working to ensure that securities regulation protects and meets the needs of all investors

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Client loyalty not leading to referrals

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

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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
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Great-West Lifeco to expand in Ireland

GWL subsidiary Irish Life to acquire strategic investment in Invesco Ireland

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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

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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

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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

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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…

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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

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Scotiabank deal to sell Malaysian unit called off

The bank is reviewing its strategic options for its Malaysia franchise

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Jim Ruta to join forces with Norm Trainor

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

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IFSE Institute introduces career tool

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