Home News Industry News

Latest news in Industry News

Three business women

Closing the gender gap in finance

Greater inclusion of women as users, providers, and regulators of financial services would have benefits beyond addressing gender inequality

hands working on digital device network graphic overlay of GIVE

Groups introduce new strategic philanthropic designation for advisors

The program will allow advisors to develop strategic plans focused on philanthropy for individuals and families interested in charitable giving

  • By: IE Staff
  • September 20, 2018 September 20, 2018
  • 11:15
business chart showing financial success

Asset managers say increasing regulation top near-term challenge

Improving efficiency and enhancing service are firm’s top priorities

Judge gavel, scales of justice and law books in court

Proposed class-action lawsuit on trailer fees filed against CIBC

Similar cases have been filed against 1832 Asset Management and TD Asset Management

businessman heavy workload sleep at office desk with finance sheet calculator and coffee.

Agreement Express wins innovation award

Client “onboarding” platform simplifies moving to a new firm for advisors

boomer couple signing contract with financial planner

FPSC plans transition to FP Canada

The standards-setting organization will expand its scope with programs focused on helping financial planners develop their professional skills

Laughing senior man using laptop computer at home

National Bank tool makes budgeting easier

Online banking service lets clients view accounts held at other financial institutions

beautiful senior couple having a walk along embankment, man with cane

Clearing the way for longevity insurance

Report recommends governments change tax rules and stress guaranteed lifetime income

montreal student statue on sherbrooke street.

Holt Fintech Accelerator welcomes 13 startup teams to Montreal

Among the finalists are services that aim to improve advisors’ practices and relationships with clients

Man with smart phone and credit card with online shopping and payment.

New Wealthsimple feature allows clients to save or invest their spare change

Automatic service works with most Canadian credit and debit cards

economc crisis ship on storm-tossed sea

Investment industry has learned from the financial crisis: survey

Despite improvements in risk management, many CFA Montreal members expect a new crisis to emerge by 2021

Toronto downtown with new streetcar

Toronto well-positioned as hub for sustainable finance: report

The Canadian financial sector has all the ingredients to accelerate and benefit from this capital-intensive transition to a low-carbon sustainable economy

Customer Relationship Management handshake provider and customer flat illustration

Insurance OmbudService makes western expansion a priority

Insurers are becoming more diligent of informing consumers about the dispute resolution service

businessman sitting on chair in green field

Making a move to independence

Elie Nour left Manulfe Securities to start investment dealer Nour Private Wealth

space shuttle and space station in space

Tax court rules 2009 space trip was a taxable benefit

At issue was the $41.8-million price tag for a trip Cirque du Soleil’s founder Guy Laliberté had been reimbursed for as a business expense

businessman in a desk with financial advisor nameplate

IFIC proposes four titles for advisors

The mutual fund industry trade group support’s the CSA’s proposed ban on titles that are based on sales activity

IG Wealth Management corporate logo

Investors Group rebranding

IG Wealth Management name aims to reflect firm’s approach to achieving financial well‑being

smart phone running a trading or forex app with charts and data

Discount brokerage clients underwhelmed with mobile investing

Millennials represent both a business risk and an opportunity

Smartphone with finance and market icons and symbols concept

Desjardins partners with fintech to boost online brokerage platform

The partnership with Hardbacon gives self-directed clients access to stock and portfolio analysis tools

Toronto skyline from center island

Canadian financial centres less competitive

Rankings for four Canadian cities fell in GFCI 24

female high school teacher taking class

More students learning about careers in finance

Bay Street Deconstructed aims to educate the the next generation and encourage more diversity in the financial industry

happy senior female lying on bed with piggybank

Sun Life introduces rewards program

Platform tracks, measures and motivates clients to achieve financial security and live healthier

Marche Bonsecours, Montreal

Fiera Capital names Donald LeCavalier as global chief financial officer

John Valentini appointed president and CEO of the firm’s private investments

hi-tech technological background

DIY investors will be able to build their own financial plans

TD Bank plans to launch a direct access digital advisor service using a platform developed by The Hydrogen Technology Corp.

Leadership corporate hierarchy recruiter team leader employee selection new job

Warren Thomson to retire from Manulife

Scott Hartz promoted to chief investment officer