Wellington-Altus adds new business line with acquisition of TriVest Wealth
The firm has added an ICPM business division with the creation of its Private Counsel subsidiary
- By: IE Staff
- December 11, 2019 December 11, 2019
- 11:50
Latest news in Industry News
New Nasdaq platform to drive ESG bond access
Nasdaq Sustainable Bond Network aims to be a showcase for sustainability efforts
- By: James Langton
- December 10, 2019 December 10, 2019
- 12:28
Portfolio management changes announced at Manulife Investment Management
Two senior managers are set to retire next year
- By: IE Staff
- December 10, 2019 December 10, 2019
- 11:54
Regulator tells Canada’s biggest banks to hike domestic stability buffer
Elevated risks to the banking system include high levels of indebtedness and global trade tensions
- By: David Paddon, The Canadian Press
- December 10, 2019 December 10, 2019
- 10:50
Liberals to release fiscal update before Christmas, Morneau says
The government introduced a motion Monday to raise the basic personal income-tax exemption to $15,000
- By: The Canadian Press
- December 9, 2019 December 9, 2019
- 15:44
Canadian consumers face mounting debt while U.S. consumers are in ‘very good shape’
A report says U.S. consumers “are in their best shape in decades”
- By: Mark Burgess
- December 9, 2019 December 9, 2019
- 15:41
Pace of housing starts edged higher in November, CMHC says
B.C. and Alberta led the growth, while five other provinces saw the pace of starts fall
- By: The Canadian Press
- December 9, 2019 December 9, 2019
- 10:48
Big investors call for governments to take climate action
Banks, pension funds and insurance companies from around the world directed their message at a U.N. climate conference
- By: The Associated Press
- December 9, 2019 December 9, 2019
- 10:44
Liberal throne speech emphasizes tax cut
No details were given on stock options, annuities and other measures
- By: Mark Burgess
- December 6, 2019 December 6, 2019
- 12:59
Digital wealth management platform enhances executive team
The fintech D1g1t Inc. hires Andrew Aziz and Kian Rafia
- By: IE Staff
- December 6, 2019 December 6, 2019
- 12:07
U.S. gains a robust 266,000 jobs; unemployment falls to 3.5%
The unemployment rate matches a half-century low
- By: Christopher Rugaber, The Associated Press
- December 6, 2019 December 6, 2019
- 11:35
Equisoft partners with Refinitiv to offer fund sales platform
The web-based platform aims to help fund wholesalers enhance their value propositions to advisors
- By: IE Staff
- December 5, 2019 December 5, 2019
- 12:54
Alterna expands its footprint
The credit union plans to acquire Quinte First Credit Union
- By: James Langton
- December 5, 2019 December 5, 2019
- 12:36
CIBC’s quarterly profit falls 6%
The bank reported $1.19 billion of net profit in Q4
- By: IE staff, with files from Canadian Press
- December 5, 2019 December 5, 2019
- 11:55
How institutional investors are protecting their portfolios
Two surveys uncover where these investors are allocating assets
- By: IE Staff
- December 4, 2019 December 4, 2019
- 14:22
Canadian ETF inflows near record in November
Sixteen ETFs launched last month, but there was no change in the number of ETF providers
- By: Maddie Johnson
- December 4, 2019 December 5, 2019
- 12:54
Climate customized proxy service to launch in 2020
Service will give investors the ability to include customizable climate factors in their proxy voting policies
- By: James Langton
- December 4, 2019 December 4, 2019
- 12:38
Laurentian Bank reports Q4 profit down from year ago, raises dividend
The higher payment to shareholders came as Laurentian reported a fourth-quarter profit of $41.3 million
- By: The Canadian Press
- December 4, 2019 December 4, 2019
- 11:22
Desjardins announces ‘major changes’ to senior management
The changes were announced following an internal review of a privacy breach
- By: IE Staff
- December 3, 2019 December 3, 2019
- 16:04
The struggle really is real for young investors
Those who entered the workforce in the wake of the Great Recession are worse off than older peers, according to a report
- By: IE Staff
- December 3, 2019 December 3, 2019
- 13:37
Title regulation coming to the Prairies
Saskatchewan has joined Ontario in regulating "financial planner" and "financial advisor"
- By: Michelle Schriver
- December 3, 2019 December 3, 2019
- 11:27
CI Financial partners with MIT expert for retirement solutions
The partnership is intended to help educate CI advisors on how to serve aging clients
- By: Maddie Johnson
- December 3, 2019 December 3, 2019
- 11:27
TFSA assets rise 19% year-over-year
Average unused TFSA contribution room in 2017 was $30,947
- By: Rudy Mezzetta
- December 3, 2019 December 3, 2019
- 10:44
Bank of Montreal to trim 5% of workforce, with cuts across business
The move is expected to provide annual savings of $200 million in fiscal 2020
- By: The Canadian Press
- December 3, 2019 December 3, 2019
- 10:41
Trading fees capped on Lynx ATS
Adding liquidity is free and removing liquidity costs 0.02¢ per share
- By: James Langton
- December 2, 2019 December 2, 2019
- 12:04