IG Wealth Management embraces holistic financial planning
The launch of IG Living Plan will enable the company to better address the needs of HNW clients
- October 2, 2018 October 17, 2019
- 15:00
Latest news in Industry News
USMC Agreement aims to ensure financial services treated in “like circumstances”
A Committee on Financial Services will supervise the agreement’s implementation in the U.S., Canada and Mexico
- By: James Langton
- October 2, 2018 October 17, 2019
- 13:00
Provinces urged to rethink taxes on insurance premiums
The current tax regime lowers demand for insurance and could impose added costs on government budgets
- By: James Langton
- October 2, 2018 October 17, 2019
- 12:00
Mylo to launch registered accounts
RRSPs, TFSAs and RI options will be available through Mylo Advantage premium service
- By: Anne-Marie Vettorel
- October 2, 2018 October 17, 2019
- 10:45
CRA targets RRSP, TFSA abuses in long-awaited tax document
The federal tax agency also delays implementing registered fee position
- By: Melissa Shin
- October 1, 2018 October 17, 2019
- 17:00
IIAC congratulates Top Under 40 nominees
The 2018 winner will be announced on Oct. 25
- By: Anne-Marie Vettorel
- October 1, 2018 October 17, 2019
- 11:50
Small business owners uncertain about retirement
A particular concern among HNW entrepreneurs is whether their heirs would be interested in taking over their businesses
- By: Anne-Marie Vettorel
- October 1, 2018 October 17, 2019
- 11:50
FPSC, IQPF announce strategic partnership
The Quebec financial planning organization will become a partner of a rebranded FP Canada
- By: James Langton
- September 28, 2018 October 17, 2019
- 12:10
BMO raises $1.6 million for educational scholarships
The Equity Through Education program has raised more than $20 million since its launch in 2005
- By: Anne-Marie Vettorel
- September 28, 2018 October 17, 2019
- 11:45
Taxpayers reacted strongly to federal tax hike on high earners
Report suggests feds toughen tax enforcement and cut taxes at the top
- By: James Langton
- September 28, 2018 October 17, 2019
- 06:00
Investors more confident in mutual funds, discerning of fees
The percentage of clients who are aware of the changes requiring more cost and performance disclosure in their mutual fund statements rose greatly year-over-year
- By: Pablo Fuchs
- September 27, 2018 October 17, 2019
- 15:40
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
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