Investment industry has learned from the financial crisis: survey
Despite improvements in risk management, many CFA Montreal members expect a new crisis to emerge by 2021
- By: James Langton
- September 17, 2018 October 17, 2019
- 14:40
Latest news in Industry News
Toronto well-positioned as hub for sustainable finance: report
The Canadian financial sector has all the ingredients to accelerate and benefit from this capital-intensive transition to a low-carbon sustainable economy
- By: James Langton
- September 17, 2018 October 17, 2019
- 14:00
Insurance OmbudService makes western expansion a priority
Insurers are becoming more diligent of informing consumers about the dispute resolution service
- By: Anne-Marie Vettorel
- September 17, 2018 October 17, 2019
- 10:45
Making a move to independence
Elie Nour left Manulfe Securities to start investment dealer Nour Private Wealth
- By: Fiona Collie
- September 17, 2018 October 17, 2019
- 06:15
Tax court rules 2009 space trip was a taxable benefit
At issue was the $41.8-million price tag for a trip Cirque du Soleil’s founder Guy Laliberté had been reimbursed for as a business expense
- By: Sidhartha Banerjee
- September 14, 2018 October 17, 2019
- 16:10
IFIC proposes four titles for advisors
The mutual fund industry trade group support’s the CSA’s proposed ban on titles that are based on sales activity
- By: James Langton
- September 14, 2018 November 13, 2019
- 15:50
Investors Group rebranding
IG Wealth Management name aims to reflect firm’s approach to achieving financial well‑being
- By: Anne-Marie Vettorel
- September 14, 2018 October 17, 2019
- 06:00
Discount brokerage clients underwhelmed with mobile investing
Millennials represent both a business risk and an opportunity
- By: James Langton
- September 13, 2018 October 17, 2019
- 14:30
Desjardins partners with fintech to boost online brokerage platform
The partnership with Hardbacon gives self-directed clients access to stock and portfolio analysis tools
- By: Armina Ligaya
- September 13, 2018 October 17, 2019
- 08:45
Canadian financial centres less competitive
Rankings for four Canadian cities fell in GFCI 24
- By: James Langton
- September 12, 2018 October 17, 2019
- 17:30
More students learning about careers in finance
Bay Street Deconstructed aims to educate the the next generation and encourage more diversity in the financial industry
- By: Anne-Marie Vettorel
- September 12, 2018 October 17, 2019
- 15:50
Sun Life introduces rewards program
Platform tracks, measures and motivates clients to achieve financial security and live healthier
- By: Anne-Marie Vettorel
- September 12, 2018 October 17, 2019
- 15:18
Fiera Capital names Donald LeCavalier as global chief financial officer
John Valentini appointed president and CEO of the firm’s private investments
- By: Anne-Marie Vettorel
- September 12, 2018 October 17, 2019
- 14:04
DIY investors will be able to build their own financial plans
TD Bank plans to launch a direct access digital advisor service using a platform developed by The Hydrogen Technology Corp.
- By: James Langton
- September 12, 2018 October 17, 2019
- 12:30
Warren Thomson to retire from Manulife
Scott Hartz promoted to chief investment officer
- By: Anne-Marie Vettorel
- September 12, 2018 October 17, 2019
- 11:45
Court dismisses advisor negligence lawsuit
Clients’ portfolio would have performed better if they’d followed their advisor’s advice
- By: James Langton
- September 11, 2018 October 17, 2019
- 17:15
Forstrong announces executive appointment
Robert Duncan name senior vice president, institutional strategy
- By: Anne-Marie Vettorel
- September 11, 2018 October 17, 2019
- 10:59
CARP calls for feds to designate OBSI “single, binding dispute resolution body”
Bank of Nova Scotia will be withdrawing from the service in favour of a for-profit-alternative
- By: James Langton
- September 10, 2018 October 17, 2019
- 15:40
Ontario appeal court certifies class action against Sun Life
The court certified the class action for claims of breach of contract and fraudulent concealment
- By: James Langton
- September 10, 2018 October 17, 2019
- 15:00
Raymond James, BCU Wealth Management announce partnership
BCU advisors gain access to the Raymond James wealth-management platform
- By: Anne-Marie Vettorel
- September 10, 2018 October 17, 2019
- 11:45
Proposed changes to AML regulations pose challenges for securities industry: IIAC
Letter spells out IIAC’s concerns with proposals dealing with virtual currencies
- By: James Langton
- September 10, 2018 October 17, 2019
- 10:20
IFIC announces board of directors for 2018-2019
Investment funds industry group highlights milestones in Year in Review
- By: IE Staff
- September 7, 2018 October 17, 2019
- 13:12
IA names new chairman
Jacques Martin succeeds Jocelyne Bourgon.
- September 7, 2018 October 17, 2019
- 10:30
Future looks profitable for independent retail firms
Their success has been overshadowed by the struggles of institutional dealers
- By: James Langton
- September 6, 2018 October 17, 2019
- 17:45
Student debt contributing more to bankruptcies
With RESPs, clients can take advantage of the Canada Education Savings Grant
- By: Anne-Marie Vettorel
- September 6, 2018 October 17, 2019
- 15:25