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
Latest news in Industry News
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
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
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