CIFP acquires Canadian Hedge Watch
CHW, which operates under the Radius brand, produces events focusing on alternative investments, ETFs and pensions
- By: IE Staff
- June 26, 2018 July 22, 2019
- 08:28
Latest news in Industry News
CIBC to extend private wealth brand in the U.S.
CIBC Atlantic Trust Private Wealth Management will become part of CIBC Private Wealth Management
- By: Leah Golob
- June 25, 2018 July 22, 2019
- 11:59
BIS names Philip Lowe as new chief
The group of global financial sector policy-makers’ new annual report stressed the need for critical structural reforms to keep the global economy churning
- By: James Langton
- June 25, 2018 July 22, 2019
- 11:15
Scotiabank jumps to top spot in 2018 mobile banking scorecard
CIBC and National Bank slip to second and third place
- By: Leah Golob
- June 22, 2018 July 22, 2019
- 12:00
Manulife cutting 700 jobs
The insurer will look to recruit top digital talent
- By: Ian Bickis
- June 21, 2018 July 22, 2019
- 16:25
Western Financial Group acquires Ontario’s Axion Insurance
Insurance services firm expands beyond Western Canada
- By: IE Staff
- June 20, 2018 July 22, 2019
- 13:50
Sun Life Financial names new human resources chief
Helena Pagano succeeds Carrie Blair
- June 20, 2018 October 11, 2019
- 10:15
Growing wealth among HNW not translating into satisfaction
Although global high net-worth individuals’ wealth surpassed US$70 trillion for the first time, only 55.5% said they connected very well with their wealth managers
- By: IE Staff
- June 19, 2018 July 22, 2019
- 12:00
Raymond James beefs up investment banking team
Veteran Kyle Rookes brings more than a decade of M&A and capital markets experience to the firm, with a focus on the oil field services…
- By: IE Staff
- June 19, 2018 October 11, 2019
- 09:15
Proposed class action lawsuits filed against BMO, CIBC’s Simplii
Cybersecurity breaches may have disclosed personal and financial information of up to 90,000 customers
- By: The Canadian Press
- June 18, 2018 July 22, 2019
- 17:35
IA Financial one step closer to establishing holding company
Group's plan endorsed by Quebec legislature
- By: IE Staff
- June 18, 2018 July 22, 2019
- 11:50
Finance Montreal announces Montreal FinTech Station
The project will make it possible to develop Quebec’s fintech community and help support Montreal’s position as an innovative financial hub
- By: IE Staff
- June 18, 2018 July 22, 2019
- 11:00
IFB launches new AML/ATF course for life licensed advisors
Course helps independent advisors create and maintain a FINTRAC compliance regime
- By: IE Staff
- June 18, 2018 July 22, 2019
- 10:30
PlanPlus honours winners of the third annual Canada Financial Planning Awards
Paul Tyers, Jason Pereira and Sterling Rempel were recognized at the CIFPs annual conference in Halifax
- By: IE Staff
- June 15, 2018 July 22, 2019
- 14:00
CUPW calls for postal banking
Postal banking services would provide underserved communities with greater access to affordable financial services
- By: Rudy Mezzetta
- June 15, 2018 July 22, 2019
- 12:40
The biggest challenge advisors may face is managing clients’ emotional reactions
Advisors see a tough road ahead of them in helping clients prepare for financial obstacles
- By: Leah Golob
- June 14, 2018 July 22, 2019
- 11:30
CRA to improve call-centre services
The federal tax agency is focusing on modernizing technology, improving agent training and updating service standards
- By: Rudy Mezzetta
- June 14, 2018 July 22, 2019
- 10:50
Bank of Canada partners with Creative Destruction Lab
The partnership agreement will enable the central bank to better understand the implications of emerging technologies in the financial sector
- By: James Langton
- June 13, 2018 July 22, 2019
- 15:00
Hennick Wealth introduces advisor break up cards
Blunt cards free clients from bad advisor relationships
- By: Leah Golob
- June 13, 2018 July 22, 2019
- 11:50
Current estate plans fall short for many blended families
Financial planners must work very closely with questions to ensure their complex financial and estate goals are met
- By: donalee Moulton
- June 13, 2018 October 31, 2019
- 10:30
Slideshow: How a dealer’s ratings and advisors’ recommendations correlate
For the most part, advisors would recommend their firm to another advisor. But changes at a dealer impact both these recommendations and a firm’s rating
- By: Fiona Collie
- June 13, 2018 July 22, 2019
- 10:00
“Transitional quality” a key factor in selling your book of business
The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary…
- By: donalee Moulton
- June 12, 2018 October 30, 2019
- 15:56
Younger HNW Canadians plan to make an impact
Younger generations also feel much more social responsibility than older generations
- By: Leah Golob
- June 12, 2018 July 22, 2019
- 15:47