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
Latest news in Industry News
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
Expand access to annuities, CLHIA argues
The industry group is calling on the government to enable the use of annuities within TFSAs
- By: James Langton
- December 2, 2019 December 2, 2019
- 11:58
New website gives advisors tools to serve seniors
CSI's Financial Health for Seniors initiative will provide advisors with free resources on serving senior clients
- By: Maddie Johnson
- November 29, 2019 November 29, 2019
- 11:30
Canada’s economic growth slows in third quarter
Real gross domestic product grew at an annualized rate of 1.3%, StatCan reports
- By: The Canadian Press
- November 29, 2019 November 29, 2019
- 10:46
Defining a ‘related business’ for TOSI purposes
One way to avoid TOSI is to qualify for the excluded shares exception
- By: Michelle Schriver
- November 28, 2019 November 28, 2019
- 14:21
Advisor who didn’t report commissions to CRA convicted of tax fraud
An Ontario man has received a two-year conditional sentence and a fine of $445,789
- By: IE Staff
- November 28, 2019 November 28, 2019
- 11:45
IFIC welcomes new members
Three firms have joined the industry group
- By: IE Staff
- November 27, 2019 November 27, 2019
- 15:55
North American banks face $88B hit in payments revenue: Accenture
Competition from non-banks will cut into margins, a report says
- By: IE Staff
- November 27, 2019 November 27, 2019
- 14:44
Wellington-Altus continues growth with addition of Cresco Wealth Management
Cresco, previously part of Scotia Wealth Management, represents the largest book of business to join the independent advisory firm
- By: Greg Dalgetty
- November 27, 2019 November 27, 2019
- 14:24