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
Latest news in Industry News
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
Blockchain poses risks for banking: report
Immature technology poses challenges for future applicability in the banking sector
- By: James Langton
- October 9, 2018 October 17, 2019
- 10:25
U.S. short seller Muddy Waters takes aim at Manulife
Trial verdict could “significantly damage” insurer’s earnings, report says
- By: Armina Ligaya
- October 4, 2018 October 17, 2019
- 14:10
How ETF investors are unique — and why it matters to advisors
Find out what research presented at the ETF Summit reveals
- By: Michelle Schriver
- October 4, 2018 November 9, 2019
- 13:45
Svetek Robinson team joins NBF
The Ontario wealth management team is led by veteran portfolio managers Mitchel Robinson and Edward Svetek
- By: Anne-Marie Vettorel
- October 4, 2018 October 17, 2019
- 12:45
Scotia GAM affirms commitment to responsible investing
Becoming a PRI signatory is a natural evolution for wealth manager
- October 4, 2018 October 17, 2019
- 11:45
Scotiabank completes acquisition of MD Financial
Bank begins 10-year collaboration with the Canadian Medical Association
- By: IE Staff
- October 3, 2018 October 17, 2019
- 17:40
IIAC requests more time to implement CDIC’s proposed changes
Proposed amendments to a CDIC by-law “introduce requirements that entail significant systems and procedural changes” for IIAC member firms that act as nominee brokers
- By: Rudy Mezzetta
- October 3, 2018 October 17, 2019
- 16:48
How ETFs fit into a hybrid advice model
Experts describe how they use the funds
- By: Mark Burgess
- October 3, 2018 November 9, 2019
- 15:45
First company signs on to GWL’s student debt savings program
Indigo employees who make a payment on their student loans will receive a matching contribution to their retirement savings account
- By: IE Staff
- October 3, 2018 October 17, 2019
- 15:30
DAC announces 2018 young advisor award winner
Kristin Ramlal will receive the award at the Distinguished Advisor Conference in Quebec City in November
- By: Anne-Marie Vettorel
- October 3, 2018 October 17, 2019
- 14:47
CRA to delay registered fee position “indefinitely”
This delay represents a win for industry associations and clients who pay fees on their registered plans from non-registered accounts
- By: Melissa Shin
- October 3, 2018 October 17, 2019
- 14:42
Canada lags international peers on tax reform
CPA Canada report highlights governments’ disproportionate reliance on income taxes
- By: Anne-Marie Vettorel
- October 3, 2018 October 17, 2019
- 13:00
Strong demand for group RRSPs at work
Having a group RRSP in place through employers made a significant difference in employees’ “confidence in their financial future,” new Nest Wealth study finds
- By: Anne-Marie Vettorel
- October 3, 2018 October 17, 2019
- 10:49
Mercer and Morningstar partner on investment research platform
Newly formed alliance will introduce digital platform for global investment data, research and analytics
- By: IE Staff
- October 2, 2018 October 17, 2019
- 15:20