CI acquires US$5.1B San Diego-based RIA
The deal for Dowling & Yahnke is CI Financial's second-largest RIA acquisition to date
- By: Rudy Mezzetta
- May 10, 2021 May 10, 2021
- 11:32
Latest news in Industry News
IGM Financial reports record-high Q1 earnings
AUM and AUA were also up, for the quarter and compared with March 2020
- By: IE Staff
- May 7, 2021 May 7, 2021
- 15:32
GWL reports ‘solid’ Q1 earnings
Also, GWL subsidiary Canada Life describes its new distribution platform for advisors
- By: Michelle Schriver
- May 7, 2021 May 7, 2021
- 13:55
AUM down for Fiera Capital Corp. in Q1
The firm reported a $23-million profit in first quarter
- By: IE Staff
- May 7, 2021 May 7, 2021
- 13:02
What KYP reforms mean for advisors
Experts at an InvestorCOM webinar discussed how firms are preparing for the client-focused reforms
- By: Michelle Schriver
- May 7, 2021 May 7, 2021
- 10:40
Profits grow for iA Financial in Q1
The firm saw record gross sales of seg funds and mutual funds in the quarter
- By: IE Staff
- May 6, 2021 May 6, 2021
- 13:19
Borden Ladner Gervais acquires AUM Law
The deal will allow BLG to expand and automate its regulatory compliance services
- By: IE Staff
- May 6, 2021 May 6, 2021
- 12:16
Manulife’s core earnings surge in Q1
The company's earnings benefited from higher new business in Asia and the U.S. and core investment gains
- By: The Canadian Press
- May 6, 2021 May 6, 2021
- 10:33
Sun Life earns $937 million in first quarter of 2021
The insurer attributed its gain to favourable equity markets and interest rate changes
- By: The Canadian Press
- May 6, 2021 May 6, 2021
- 10:15
Negotiation tips when buying or selling a book
A session at the IFB Spring Virtual Summit offered insights for advisors
- By: Michelle Schriver
- May 5, 2021 May 5, 2021
- 13:18
Former RBC DS portfolio manager to helm new family office
The Grondin Group has partnered with Walter GAM and W Investments Group
- By: IE Staff
- May 5, 2021 May 5, 2021
- 11:07
Federal budget bill includes changes to stock options, annuities, mutual fund trusts
New legislation will adopt a number of measures from the 2019 budget
- By: IE Staff
- May 4, 2021 May 4, 2021
- 16:47
Nova Scotia offers extra $12 million to businesses hit by latest Covid-19 lockdown
Eligible businesses will receive a one-time grant of up to $5,000
- By: Keith Doucette, The Canadian Press
- May 4, 2021 September 21, 2021
- 14:05
Finance and insurance sector help fuel growth, employment
The industry's contributions at home and globally were detailed by the Conference Board of Canada
- By: IE Staff
- May 4, 2021 May 4, 2021
- 13:19
It’s official: marriage no longer revokes a will in Ontario
Bill 245 has received royal assent, which also means that Ontario is a substantive compliance province and virtual will witnessing is permanent
- By: Rudy Mezzetta, Melissa Shin
- May 3, 2021 May 4, 2021
- 17:33
Bitcoin surge doesn’t affect damages, B.C. court says
A crypto seller is owed money from a deal struck in 2019, but not at today’s price
- By: James Langton
- May 3, 2021 May 3, 2021
- 16:58
Canadian plan sponsors post positive quarter despite bond slump
Plans saw a median return of 0.6% in Q1, according to CIBC Mellon
- By: IE Staff
- May 3, 2021 May 3, 2021
- 15:00
Wealthsimple raising $750 million in latest financing deal, valuation hits $5 billion
The new capital comes from leading venture funds and celebrities including Drake and Michael J. Fox
- By: The Canadian Press
- May 3, 2021 May 3, 2021
- 11:16
Contemplating T+1 for Canada
As the U.S. industry considers shorter settlement, the CCMA ponders it too
- By: James Langton
- April 30, 2021 April 30, 2021
- 11:51
Biden’s corporate tax plan takes aim at income inequality
President Joe Biden wants to crack down on the loopholes, shelters and havens that allow multinationals to dodge taxes
- By: Paul Wiseman, The Associated Press
- April 30, 2021 April 30, 2021
- 11:30
“Light planning” could expand access to financial advice
Creating shorter or less comprehensive engagements with clients may allow advisors to serve the underserved
- By: Melissa Shin
- April 29, 2021 April 29, 2021
- 18:47
Breaking down Biden’s proposal on long-term capital gains
A look at what could change and who would be affected
- By: Stan Choe, The Associated Press
- April 29, 2021 April 29, 2021
- 10:15
U.S. groups aim to blaze trail to T+1 settlement cycle
The call by U.S. watchdogs for a shorter settlement cycle follows increased trading volume, volatility
- By: James Langton
- April 28, 2021 April 28, 2021
- 14:42
FP Canada, IQPF update projection assumption guidelines amid pandemic
The guidelines didn't include the 50-year historical average rate as a data source for fixed-income assumptions
- By: Mark Burgess
- April 28, 2021 April 28, 2021
- 13:25
Fidelity launches U.S. securities lending platform
The platform that has served the firm's in-house funds is now available to rivals
- By: James Langton
- April 28, 2021 April 28, 2021
- 11:46