Internal referrals an important source of HNW entrepreneurs
Investment and commercial banking departments can provide leads for wealth managers
- By: Leah Golob
- June 12, 2018 July 22, 2019
- 12:55
Latest news in Industry News
IA Financial chief Yvon Charest announces his retirement
Denis Ricard appointed president and CEO
- By: Leah Golob
- June 12, 2018 October 11, 2019
- 11:50
Gig economy increasingly important to post-retirement clients
Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes
- By: donalee Moulton
- June 12, 2018 October 31, 2019
- 10:30
Financial planners need to focus on core services in light of changing landscape
Although digital advice will play a greater role, financial planners will need to promote the value of professional, holistic advice
- By: donalee Moulton
- June 11, 2018 July 22, 2019
- 15:13
New private equity platform to invest in asset management firms
Sylvain Brosseau leads Walter Asset Management’s efforts to consolidate small-and medium-sized firms
- June 11, 2018 July 22, 2019
- 14:00
Value Partners chooses Nest Wealth Pro
The digital wealth platform lets advisors onboard, engage and manage their clients more efficiently
- By: Leah Golob
- June 11, 2018 July 22, 2019
- 11:40
Luge Capital begins operations
New venture capital fund focused on fintech and artificial intelligence applied to financial service
- By: James Langton
- June 11, 2018 July 22, 2019
- 11:36
Insurers find greater value in new recruits
An important way for firms to improve the retention of insurance advisors is to provide management responsibilities
- By: Leah Golob
- June 8, 2018 July 22, 2019
- 15:45
Canadians less satisfied with banking apps
The ability to understand app features has the largest impact on overall satisfaction among app users
- By: Leah Golob
- June 8, 2018 July 22, 2019
- 10:55
Canaccord Genuity to increase stake in Australia venture
The Australian company operates a mid-market investment bank in the Asia-Pacific region
- By: James Langton
- June 7, 2018 July 22, 2019
- 10:45
Quebec judge tosses insider trading trial against former Amaya CEO
Autorité des marchés financiers “very disappointed” with decision
- By: The Canadian Press
- June 7, 2018 November 13, 2019
- 07:00
IIAC announces 2018-2019 board of directors
Charyl Galpin re-appointed board chairwoman
- By: James Langton
- June 6, 2018 July 22, 2019
- 17:40
Quebec abandons plan to scrap CSF
The government is retreating in the face of opposition to the plan
- By: James Langton
- June 6, 2018 November 13, 2019
- 16:15
How to talk to clients about RI
Five steps to encourage the conversation
- By: Leah Golob
- June 6, 2018 November 17, 2019
- 16:00
Educate clients to focus on liability
If reporting included liability, clients wouldn’t care what the S&P 500 was doing last year or last quarter
- By: Leah Golob
- June 6, 2018 July 22, 2019
- 14:35
Richard Talbot to lead Bristol Gate
The former chief operating officer for RBC Capital Markets will make a “significant” direct investment in Bristol Gate and its funds
- By: IE Staff
- June 6, 2018 October 11, 2019
- 12:40
Slideshow: Comparing each dealer’s average advisor
Although the average advisor saw modest improvements in AUM and productivity, the increases among some firms’ advisors were dramatic
- By: James Langton
- June 6, 2018 July 10, 2019
- 10:00
Fidelity Clearing offers clients Envestnet managed accounts platform
The back-office support services firm aims to address the growing demand for fee-based accounts
- By: IE Staff
- June 5, 2018 July 10, 2019
- 12:45
Peak settles with AMF on compliance deficiencies
A 2016 review found weaknesses in the firm’s internal controls and supervisory systems
- By: James Langton
- June 5, 2018 November 13, 2019
- 11:25
Equisoft launches philanthropy planning tool for wealthy clients
The software provider’s partnership with Canada Gives will help advisors provide a new planning approach for major donors
- By: Leah Golob
- June 5, 2018 July 10, 2019
- 10:45
RI is changing the meaning of “fiduciary duty”
A longer-term investment focus requires looking at sustainability
- By: Leah Golob
- June 4, 2018 July 10, 2019
- 16:47
Data breaches credit negative for BMO and CIBC: Moody’s
Cybersecurity threats are an increasing credit risk for banks and other financial institutions
- By: James Langton
- June 4, 2018 July 10, 2019
- 14:23
MD acquisition boosts Scotiabank’s wealth-management business
The transaction allows the bank to increase its reliance on wealth management as a source of earnings
- By: James Langton
- June 4, 2018 July 10, 2019
- 12:45
Dealers should ask questions about crypto funds
Factors such as investment strategy and valuation must be considered
- By: Fiona Collie
- June 4, 2018 July 10, 2019
- 11:23
IIAC infographic highlights investment industry’s contribution to Canada’s economy
While the industry directly employs 40,865 people, it’s indirectly responsible for almost 85,000 additional jobs
- By: James Langton
- June 4, 2018 July 10, 2019
- 10:30