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OSC Dialogue 2017 to feature FCA, SEC executives

IE’s Calendar of Industry Events

Helping advisors find opportunities for accredited continuing education

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“Digital front runners” focus on extracting value from data

Canadian financial institutions face a dual challenge of serving customers via digital channels and managing risk and compliance

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Financial institutions well positioned to spot money laundering

Professional money launders present unique identification challenges

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ICE completes acquisition of Chicago Stock Exchange

CHX will continue to operate as a registered securities exchange

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Small biz tax changes: where we are now

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

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Older homeowners value their independence

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

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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
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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
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Broadridge launches prospect intelligence platform for advisors

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

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Industry urged to look beyond cost cutting and use AI to boost revenues

Automation could produce more than US$500 billion in additional revenues for the global financial industry by 2020

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CSA proposals will transform investment industry: Russell

Lower revenue and higher compliance costs may force smaller firms out of business and impact advisor compensation

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Protectionism a threat to global financial standards

Policymakers should be cautious in setting minimum standards and allow a great deal of local flexibility

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BMO opens smart branches in Alberta

Clients have the option to handle simpler transactions on their own, while advisors can help with more complex financial needs

  • July 12, 2018 July 12, 2018
  • 12:58
RBC logo Royal Bank of Canada sign

RBC Capital Markets tops rivals in Canadian equities trading

Greenwich announces 2018 share and quality leaders in Canadian equities

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Banks raise prime rate following Bank of Canada rate hike

The increase will raise the cost of borrowing for clients with variable rate mortgages and lines of credit

TD ratings unaffected by Greystone acquisition: DBRS

Greystone’s focus on alternative asset management diversifies the bank’s product lineup

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New trade group advocates for blockchain

The American Blockchain and Cryptocurrency Association is open to investors, entrepreneurs, exchanges and professional firms

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Parents missing the mark on saving for kids’ education

By starting a savings plan early, parents can reduce the burden of debt to pay for higher education

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Slideshow: Advisors happy to recommend their banks

During the past decade, advisors have been satisfied with the services and work environments their banks offer

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FS-ISAC launches CERES forum

Global community lets financial regulators, central banks and supervisors share information on cyberhreats

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Investors’ interest in ETFs growing: survey

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

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Hub acquires Ontario MGA

Independent Financial Concepts Group expands Hub’s broker network

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CC&L announces formation of Vergent Asset Management

UK-based investment manager focuses on frontier and new emerging markets

  • By: IE Staff
  • July 10, 2018 July 10, 2018
  • 10:45

TD to acquire Greystone Managed Investments for $792 million

The asset manager will be rebranded as TD Greystone and will continue to operate from Regina

two excited sports fans watching game on tablet

CPPIB betting that demand for sports data is a good long-term investment

Sportradar is the only company that’s currently working with U.S. sports leagues for official data for betting purposes