New partnership aims to engage HNWIs in impact investing
Genus-SVX Impact Investment Counsel brings together sourcing support, due diligence, financial analysis and portfolio building
- By: IE Staff
- September 27, 2018 October 17, 2019
- 15:00
Latest news in Industry News
Asset managers look to technology to improve the client experience
Companies push for more transparent and flexible access to keep their clients happy and stop them from switching firms
- By: James Langton
- September 27, 2018 October 17, 2019
- 14:25
Canadian life and health insurance industry showed strong growth in 2017
The total number of Canadians holding insurance grew to almost 29 million
- By: IE Staff
- September 27, 2018 October 17, 2019
- 10:45
Competition Bureau highlights Canada’s fintech progress
Finance minister launches Advisory Committee on Open Banking
- By: James Langton
- September 27, 2018 October 17, 2019
- 06:00
Canada’s “use it or lose it” parental leave coming three months early, in March
Moving the date of implementation up by three months could benefit more than 24,000 people
- By: Jordan Press
- September 26, 2018 October 17, 2019
- 14:50
Winfund to integrate Invesco’s advisorDUO tool into wealth management software
Mutual fund dealers and their advisors will gain access to more efficient, automated investment processes
- By: Anne-Marie Vettorel
- September 26, 2018 October 17, 2019
- 12:50
Momentum building for climate-related financial disclosures
Task Force publishes first status report
- By: James Langton
- September 26, 2018 November 13, 2019
- 12:00
Blake Goldring announces transition to executive chairman at AGF
Kevin McCreadie named CEO and Judy Goldring named president
- By: Anne-Marie Vettorel
- September 26, 2018 October 17, 2019
- 10:30
Family office investment performance more than doubles: report
Slow progress on preparing for looming wealth transfer
- September 25, 2018 October 17, 2019
- 17:00
Manulife announces $400,000 AI partnership with UWaterloo
In addition to funding research, the partnership will help build the next generation of intelligent systems
- By: IE Staff
- September 25, 2018 October 17, 2019
- 15:30
Fellow of FPSC 2018 nomination results announced
An investment industry veteran and a respected academic are recognized for their contributions to financial planning
- By: IE Staff
- September 25, 2018 October 17, 2019
- 15:00
Nine Dynamics secures investment from MATCO-led investor group
Emerging Canadian fintech uses artificial intelligence to disrupt investment analysis
- By: Anne-Marie Vettorel
- September 24, 2018 October 17, 2019
- 14:15
Calgary wealth management team joins NBF
Jennifer Tozser’s team previously worked previously at CIBC Wood Gundy
- By: Anne-Marie Vettorel
- September 21, 2018 October 17, 2019
- 14:15
Why it’s important to involve the children of HNWIs in estate planning
Advisors must start relationships with prospective heirs early to demonstrate why they are better than the competition
- By: James Langton
- September 21, 2018 October 30, 2019
- 12:27
CFO change on hold at Fiera
Donald LeCavalier has accepted an appointment with Transcontinental
- By: Anne-Marie Vettorel
- September 21, 2018 October 17, 2019
- 10:30
Closing the gender gap in finance
Greater inclusion of women as users, providers, and regulators of financial services would have benefits beyond addressing gender inequality
- By: James Langton
- September 20, 2018 October 17, 2019
- 15:40
Groups introduce new strategic philanthropic designation for advisors
The program will allow advisors to develop strategic plans focused on philanthropy for individuals and families interested in charitable giving
- By: IE Staff
- September 20, 2018 October 31, 2019
- 11:15
Asset managers say increasing regulation top near-term challenge
Improving efficiency and enhancing service are firm’s top priorities
- By: James Langton
- September 20, 2018 October 17, 2019
- 06:00
Agreement Express wins innovation award
Client “onboarding” platform simplifies moving to a new firm for advisors
- By: Anne-Marie Vettorel
- September 19, 2018 October 17, 2019
- 12:20
FPSC plans transition to FP Canada
The standards-setting organization will expand its scope with programs focused on helping financial planners develop their professional skills
- By: James Langton
- September 19, 2018 October 17, 2019
- 11:52
National Bank tool makes budgeting easier
Online banking service lets clients view accounts held at other financial institutions
- By: Anne-Marie Vettorel
- September 19, 2018 October 17, 2019
- 11:04
Clearing the way for longevity insurance
Report recommends governments change tax rules and stress guaranteed lifetime income
- By: James Langton
- September 18, 2018 October 17, 2019
- 17:50
Holt Fintech Accelerator welcomes 13 startup teams to Montreal
Among the finalists are services that aim to improve advisors’ practices and relationships with clients
- By: Anne-Marie Vettorel
- September 18, 2018 October 17, 2019
- 11:50
New Wealthsimple feature allows clients to save or invest their spare change
Automatic service works with most Canadian credit and debit cards
- By: Anne-Marie Vettorel
- September 18, 2018 October 17, 2019
- 10:30