Act now to avoid losing small business tax deduction
CIBC report offers strategies for advisors and business owners
- By: Anne-Marie Vettorel
- October 18, 2018 October 17, 2019
- 12:15
Latest news in Industry News
Stefan Kristjanson retiring from Great-West Lifeco
Jeff Macoun named president and COO, Canada
- By: Anne-Marie Vettorel
- October 18, 2018 October 17, 2019
- 10:15
BMO preps rollout of financial planning tool
BMO WealthPath aims to be a more interactive and collaborative way to engage clients in financial planning discussions
- By: Leah Golob
- October 17, 2018 October 17, 2019
- 15:40
Altas Partners makes minority investment in Hub International
Investment firm’s long-term approach and deep expertise make it a welcome partner to insurance brokerage
- By: Anne-Marie Vettorel
- October 17, 2018 October 17, 2019
- 14:50
Retail investors need ombudservice that can issue binding decisions: report
Investor Protection Clinic reviewed 40 applications for assistance in its first year
- By: James Langton
- October 16, 2018 October 17, 2019
- 14:30
How the CRA views seg funds in registered plans
Details from the tax folio on advantages
- By: Melissa Shin
- October 16, 2018 October 17, 2019
- 12:15
Advocis offers early access to PFA designation program
Enrolment for association members will begin in November
- By: Anne-Marie Vettorel
- October 16, 2018 October 17, 2019
- 11:45
Fiera appoints CEO for European division
Kanesh Lakhani succeeds Jayne Sutcliffe
- By: Anne-Marie Vettorel
- October 16, 2018 October 17, 2019
- 10:30
New Fidelity company offers custody and trade execution for cryptocurrencies
Fidelity Digital Assets was created in the firm’s blockchain incubator
- By: James Langton
- October 15, 2018 October 17, 2019
- 15:00
TD fintech initiatives are credit positive for the bank: Moody’s
The bank aims to grow the digital share of its banking product sales to 30% over the next three years in both Canada and the…
- By: James Langton
- October 15, 2018 October 17, 2019
- 12:40
Banks report the most cybersecurity incidents: report
Canadian businesses spent $14 billion on cybersecurity in 2017, StatsCan says
- By: James Langton
- October 15, 2018 October 17, 2019
- 12:02
IAFP wins second trademark decision
The similarity of Advocis’ IAFE could create confusion
- By: James Langton
- October 15, 2018 October 17, 2019
- 10:30
Bank of Canada to foster collaboration with innovators
PIVOT research program looking for partners in the private sector
- By: James Langton
- October 11, 2018 October 17, 2019
- 16:15
Groups launch campaign calling for one banking ombudsman
Current system protects banks, consumer advocates say
- By: James Langton
- October 11, 2018 October 17, 2019
- 14:00
Global regulators taking a tougher stance on ESG issues
Business ethics and climate change are the primary focus of increased regulation for the financial sector
- By: James Langton
- October 11, 2018 November 13, 2019
- 11:15
Canadian Broker Network appoints new chairman
Andrew Kemp succeeds Mike Robinson
- By: Anne-Marie Vettorel
- October 11, 2018 October 17, 2019
- 10:30
TD Wealth partnership aims to better understand clients
Behavioural economics research to identify new tools that could help advisors
- By: Fiona Collie
- October 11, 2018 October 17, 2019
- 06:00
Financial planning aids asset retention: report
U.S. advisors are increasingly using financial planning to build trust with clients
- By: James Langton
- October 10, 2018 October 31, 2019
- 15:30
CFP exam candidates recognized for top performance
FPSC names three new members to President’s List
- By: Anne-Marie Vettorel
- October 10, 2018 October 17, 2019
- 14:00
BMO announces executive retirements
Surjit Rajpal and Gilles Ouellette will retire in 2019
- By: Anne-Marie Vettorel
- October 10, 2018 October 17, 2019
- 10:30
Franklin Templeton initiative aims to nurture firm’s female talent
Investment manager launches year-long pilot program
- By: James Langton
- October 9, 2018 October 17, 2019
- 16:13
Caisse forms US$3 billion sustainable investing partnership
The partnership with Generation Investment Management will target businesses with solid long-term growth prospects
- By: James Langton
- October 9, 2018 October 17, 2019
- 15:25
Nex-gen HNWIs will boost demand for RI
Demand for sustainable investments will only grow as generational wealth transfer approaches
- By: James Langton
- October 9, 2018 October 17, 2019
- 15:00
RBC donates $1 million for advancing ethical AI
Commitment to CIFAR will support research and other initiatives
- By: Anne-Marie Vettorel
- October 9, 2018 October 17, 2019
- 12:10
Startups to compete for prizes at Montreal fintech conference
Janet Yellen will kick off Canada FinTech Forum at the end of the month
- By: Anne-Marie Vettorel
- October 9, 2018 October 17, 2019
- 11:15