Although average assets under management and productivity rose year-over-year, there are signs the industry is evolving as advisors adopt fee-for-service arrangements and cater to clients…

By: James Langton
June 1, 2018 November 16, 2019
00:12

Scotiabank to acquire MD Financial Management

MD Financial will operate as a distinct, stand-alone brand within Scotia Wealth Management upon the closing of the deal

By: IE Staff
May 31, 2018 July 10, 2019
16:35

Financial services sector struggles with fraud despite strong compliance programs: survey

Data breaches and concerns over online privacy are creating new risks for Canadian businesses

By: James Langton
May 31, 2018 July 10, 2019
12:30

Fiera closes acquisition of CGOV Asset Management

The deal boosts Fiera’s total AUM to more than $136 billion and makes it a “competitive force” in the HNW market

By: IE Staff
May 31, 2018 July 10, 2019
11:45

CLHIA responds to advisor concerns over new compensation disclosure

The association will lead a consultation on Guideline G19 with participation by both advisors and insurers

By: James Langton
May 31, 2018 July 10, 2019
10:20

Bank of Montreal reports $1.25 billion Q2 profit

Big Five banks earn $10.6 billion Q2 profit, up 11%

By: Armina Ligaya
May 30, 2018 July 10, 2019
16:30

Insurers need a truly digital customer experience to compete with “Big Tech” firms

Canadian insurers are failing to keep their clients happy, report says

By: Leah Golob
May 30, 2018 July 10, 2019
16:12

Co-operative approach recommended to create digital ID framework

Federal action needed to address regulatory roadblocks that could hamper the adoption of digital IDs, CBA report states

By: James Langton
May 30, 2018 July 10, 2019
12:35

Use of behavioural insights may help educate investors: report

Research suggest these insights are an important complement to traditional approaches to financial literacy

By: James Langton
May 30, 2018 October 17, 2019
12:10

Scotiabank CFO Sean McGuckin to take leave of absence

Raj Viswanathan named acting CFO

By: IE Staff
May 30, 2018 October 11, 2019
10:15

National Bank Q2 profit up from year ago, raises dividend

Business growth and improved efficiency contribute to improved performance

By: The Canadian Press
May 30, 2018 July 10, 2019
07:08

Canadians’ big money dreams not backed up by effective saving habits: poll

More than a quarter of Canadians surveyed said they would rather leave their money sitting in cash

By: IE Staff
May 29, 2018 July 10, 2019
15:00

CCGG issues guidance to directors on environmental and social issues

New guidebook provides 29 recommendations covering eight key governance areas

By: James Langton
May 29, 2018 July 10, 2019
13:40

Survey reveals top financial fears of seniors

One-in-four seniors fear they might run out of money before they die

By: Leah Golob
May 29, 2018 July 10, 2019
12:29

Scotiabank Q2 net income beat expectations on strong international earnings

Recently announced acquisitions in Chile, Colombia and Peru are expected to close in the second half of this fiscal year

By: Armina Ligaya
May 29, 2018 July 10, 2019
12:15

RCMP charge Calgary pair with fraud

Police allege that $27 million raised to fund mortgage lending was often used to pay other investors

May 28, 2018 July 10, 2019
15:30

NBF loses bid to uphold non-solicitation provisions

The interests of the clients must be put ahead of those of the firm, court says

By: James Langton
May 28, 2018 July 10, 2019
12:20

Banks announce possible data breaches

Simplii Financial and Bank of Montreal alert clients

By: Leah Golob
May 28, 2018 July 10, 2019
11:15

Former GrowthWorks manager breached its obligations, court rules

The court also denied the defunct labour-sponsored investment fund’s counter claim

By: James Langton
May 25, 2018 July 10, 2019
14:00

Police warn of cryptocurrency fraud schemes

Bitcoin fast becoming the preferred payment mechanism in CRA scams

By: James Langton
May 25, 2018 November 13, 2019
11:10