Cost cutting drove surplus for Advocis in 2024
Compensation dropped 28% following “organizational restructuring”
- By: Michelle Schriver
- August 1, 2025 August 1, 2025
- 05:01
Latest news in Industry News
IA Financial Corp. to retire Richardson brand post acquisition
RF Capital CEO Dave Kelly to stay on for the transition
- By: Jonathan Got
- July 31, 2025 July 31, 2025
- 10:15
CRA updates timeline to address incorrectly assessed T1s claiming LCGE
Agency tells CPA Canada it will begin reassessing affected returns "shortly"
- By: Michelle Schriver
- July 29, 2025 July 30, 2025
- 16:22
IA Financial Corp. to buy RF Capital Group for $597M
Deal to add over $40B in AUA to iA Wealth
- By: Jonathan Got
- July 28, 2025 July 28, 2025
- 10:49
Industry moves: Rachel Simard moves up at Desjardins Group
Plus, Adelaide Chiu leaves NEI Investments, and appointments at ScotiaMcLeod and Conexus Credit Union
- By: Alisha Hiyate
- July 25, 2025 August 8, 2025
- 16:54
Canadian investors pull back from private equity
PE activity in Canada expected to 'remain quite dry' due to trade policy uncertainty: KPMG
- By: Jonathan Got
- July 25, 2025 July 25, 2025
- 13:43
Federal government posts $6.5B deficit in April, May
That compares with a $3.8B deficit for the same two months of last year
- By: The Canadian Press
- July 25, 2025 July 25, 2025
- 11:42
Harbourfront Wealth makes fourth acquisition in just over a year
Latest deal to purchase Millar Private Wealth Management adds $800M in assets
- By: Noushin Ziafati
- July 24, 2025 July 25, 2025
- 16:49
Federal public service could shrink by almost 60,000 jobs, report predicts
Multiple departments have been asked to cut spending over each of the next three years
- By: Catherine Morrison, The Canadian Press
- July 24, 2025 July 24, 2025
- 16:18
Advocis launches emerging leaders committee to help grow membership
Participants provide "fresh perspectives," CEO says
- By: Michelle Schriver
- July 24, 2025 July 24, 2025
- 15:19
IPC to acquire independent wealth manager
Purchase of De Thomas Wealth is expected to add $2.7B to IPC’s assets
- By: Noushin Ziafati
- July 24, 2025 July 24, 2025
- 09:46
Trump, Powell bicker over Fed building renos as president ratchets up pressure campaign
U.S. president has backed away from comments suggesting the Fed chair could be fired
- By: Christopher Rugaber, Josh Boak and Chris Megerian, The Associated Press
- July 24, 2025 July 24, 2025
- 09:11
CRA warns taxpayers against FHSA excess amounts
Agency urges ‘swift action’ to restore account within annual limit to minimize tax impact
- By: IE Staff
- July 23, 2025 July 23, 2025
- 15:51
TD Bank joins its peers in moving to require four days in office
Bank says it's focused on ensuring workspaces are adequate ahead of the change this fall
- By: The Canadian Press
- July 23, 2025 July 23, 2025
- 14:35
Scotiabank expects $61M profit from KeyCorp holdings this quarter
Bank bought a 14.9% stake in the U.S.-based firm last year
- By: The Canadian Press
- July 23, 2025 July 23, 2025
- 11:42
Canada needs better data as it works toward a low-carbon economy: think tank
Policy brief argues for national climate information architecture
- By: Noushin Ziafati
- July 22, 2025 July 22, 2025
- 17:00
OSC to invest up to $5.4M in Prosper Canada
The funds will support consumer, investor education training for low- and moderate-income Ontarians
- By: Jonathan Got
- July 22, 2025 July 22, 2025
- 11:37
Shareholder proposals on AI gain steam
Banks, retailers and other firms face pressure to commit to responsible AI use
- By: Tara Deschamps, The Canadian Press
- July 21, 2025 July 21, 2025
- 10:29
Federal Reserve’s Waller says central bank should cut rates at next meeting
Top Fed official warns weakening momentum threatens employment goals
- By: Christopher Rugaber, The Associated Press
- July 18, 2025 July 18, 2025
- 09:24
CRA changes authorization process to represent clients
Individual client authorization for a representative is now instant
- By: Jonathan Got
- July 17, 2025 July 17, 2025
- 12:09
CRA accounts for one-third of increased federal hiring plans: PBO
Federal civil service will balloon to 445,000 roles in 2024-25
- By: Jonathan Got
- July 15, 2025 July 15, 2025
- 13:29
Deals: Axis acquires JT Insurance Services
Plus White Falcon Capital partners with Windermere Investment Corp. and Brookfield prepares private equity launch
- By: IE Staff
- July 11, 2025 July 11, 2025
- 15:54
Industry moves: Harbourfront Wealth grabs 13 from Manulife Wealth
Plus, Steven Krupica joins National Bank and Advocis names new chair, board members
- By: Alisha Hiyate
- July 11, 2025 July 11, 2025
- 15:22
EQB names Open Text CFO Chadwick Westlake as next CEO
Westlake, a former CFO of EQB, will assume the role effective Aug. 25
- By: The Canadian Press, with files from IE
- July 9, 2025 July 9, 2025
- 10:40
Canadians need a pension dashboard: C.D. Howe
Senior fellow envisions a free tool that pulls data from government and private sources
- By: Kevin Press
- July 8, 2025 July 8, 2025
- 17:40