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BMO Investments makes changes to its mutual fund lineup

BMO teams up with China’s ICBC

New MOU signed between the two banks will help BMO build on its asset-management capabilities

Businessman calculating and checking articles of agreemen

FPSC releases results of December CFP exams

The CFP examination was written by 473 candidates — the highest number since 2010

  • By: Leah Golob
  • January 20, 2018 January 20, 2018
  • 10:37

Equity mutual fund sales drive growth in AUM

Mutual fund sales rose by 47% to $44.2 billion in 2017 while total AUM rose by 10.3% to $1.48 trillion

Hi-tech technological background with numbers and calculations

WFE publishes best practices for cybersecurity compliance

Offering incentives to staff leads to greater awareness of cyber threats

BMO pot financing marks policy shift for Canadian banks

BMO’s participation in Canopy Growth’s financing deal comes as lawmakers crack down south of the border

skyscrapers in Manhattan at sunset, New York City

Welcome to our new website

Unveiling a cleaner, more modern look — and now accessible on any device

  • By: IE Staff
  • January 17, 2018 January 22, 2018
  • 16:58
These apps reduce clutter

Learnedly creates training app for financial professionals

The startup is developing courses that will help students prepare for the PFP or CFP designations

  • By: Leah Golob
  • January 17, 2018 January 21, 2018
  • 15:30

PCMA to vote on merger with NEMA

The merger would ensure that the private capital and exempt markets have a unified industry voice

BMO, Wealthsimple enhance robo-advisor services

BMO SmartFolio has reduced its account minimum to $1,000

Six Canadian banks manipulated an interest rate benchmark, U.S. lawsuit alleges

The claim alleges the banks suppressed the CDOR by making artificially lower interest rate submissions

Middle-income Canadians face sizeable debt burden: StatsCan

Are your clients feeling blue?

Younger adults are especially blue about finances this time of year

  • By: Leah Golob
  • January 15, 2018 January 21, 2018
  • 15:25
OSC Dialogue 2017 to feature FCA, SEC executives

IE’s Calendar of Industry Events

Helping advisors find opportunities for accredited continuing education

  • By: IE Staff
  • January 15, 2018 January 21, 2018
  • 12:30

Fiera rebrands Charlemagne Capital

Charlemagne forms the basis of Fiera’s European division

  • By: Leah Golob
  • January 15, 2018 January 19, 2018
  • 12:15

Reform in Europe will pressure asset manager fees: Moody’s

MiFID II is likely to increase competition and drive consolidation

Canadians face obstacles to investing

Canadians’ confidence wavers when faced with interest rate rise

Survey finds Canadians fret about possible rate hikes, rising costs and the inability to save

  • By: Leah Golob
  • January 15, 2018 January 21, 2018
  • 11:25

Simple trust income tax returns can now be filed online

The CRA recommends trust administrators start filing online because it’s a much simpler and faster process

  • By: Leah Golob
  • January 12, 2018 January 21, 2018
  • 10:30

Sun Life expects $200-million charge in Q4

The one-time charge is due to U.S. corporate tax changes

Capital markets face risks in 2018

Regulatory fragmentation, illiquidity and a potential sudden shock to the financial system are big risks for markets in the coming year, according to Ian Russell

  • By: Leah Golob
  • January 11, 2018 January 11, 2018
  • 16:30
How to help clients with unstable incomes

IA Financial introduces individual insurance online claims service

The new service is part of the insurer’s efforts to provide efficient digital offerings

  • By: Leah Golob
  • January 11, 2018 January 21, 2018
  • 11:00

Equisoft enhances wealth-management services

The Montreal-based technology firm recently acquired Apeiron Software and Planist

  • By: Leah Golob
  • January 10, 2018 January 21, 2018
  • 12:00
Feds to consider expanded services from banks, fintechs

Consumers increasingly open to non-bank providers

Consumers prefer to receive new services from their existing bank, but are open to changing firms to gain better service and more value

Fintech startup Mylo closes $2 million of seed funding

The Montreal-based firm’s app aims to make investing easy for all Canadians

  • By: Leah Golob
  • January 9, 2018 January 21, 2018
  • 12:20

TD acquires artificial intelligence startup Layer 6 AI

The Toronto-based firm uses AI in its platform to analyze various forms of data to learn and anticipate an individual customer’s needs

APEXA platform launches after several delays

RGAx to acquire LOGiQ3

The LOGiQ3 Group includes APEXA, which manages a national platform for life insurance advisor contracting and compliance in Canada

  • By: IE Staff
  • January 8, 2018 January 21, 2018
  • 14:50
IIAC praises certain regulators for rejecting best interest standard

Planswell expands reach of free financial planning tool

Planswell currently operates in British Columbia, Alberta, Manitoba, Ontario, New Brunswick and Nova Scotia

  • By: Leah Golob
  • January 8, 2018 January 21, 2018
  • 12:30