Older homeowners value their independence
Many homeowners are feeling pressured to sell to help finance their retirement
- By: Leah Golob
- July 17, 2018 October 14, 2019
- 12:00
Latest news in Industry News
IIAC, PMAC create standardized template for service arrangements
The draft template details the obligations of investment dealers and portfolio managers in serving shared clients
- July 16, 2018 October 14, 2019
- 14:30
Kingsway Financial Services sells non-standard auto insurance business
The sales is expected to close in the third quarter
- July 16, 2018 October 14, 2019
- 10:25
Broadridge launches prospect intelligence platform for advisors
Automated content recommendations are designed to help advisors engage with clients and prospects more efficiently
- By: Leah Golob
- July 12, 2018 October 14, 2019
- 17:12
Industry urged to look beyond cost cutting and use AI to boost revenues
Automation could produce more than US$500 billion in additional revenues for the global financial industry by 2020
- By: James Langton
- July 12, 2018 October 14, 2019
- 16:15
CSA proposals will transform investment industry: Russell
Lower revenue and higher compliance costs may force smaller firms out of business and impact advisor compensation
- By: James Langton
- July 12, 2018 October 14, 2019
- 15:40
Protectionism a threat to global financial standards
Policymakers should be cautious in setting minimum standards and allow a great deal of local flexibility
- By: James Langton
- July 12, 2018 October 14, 2019
- 14:20
BMO opens smart branches in Alberta
Clients have the option to handle simpler transactions on their own, while advisors can help with more complex financial needs
- July 12, 2018 October 14, 2019
- 12:58
RBC Capital Markets tops rivals in Canadian equities trading
Greenwich announces 2018 share and quality leaders in Canadian equities
- By: James Langton
- July 12, 2018 October 14, 2019
- 11:00
Banks raise prime rate following Bank of Canada rate hike
The increase will raise the cost of borrowing for clients with variable rate mortgages and lines of credit
- By: Armina Ligaya
- July 11, 2018 October 14, 2019
- 17:45
TD ratings unaffected by Greystone acquisition: DBRS
Greystone’s focus on alternative asset management diversifies the bank’s product lineup
- By: James Langton
- July 11, 2018 October 14, 2019
- 15:14
New trade group advocates for blockchain
The American Blockchain and Cryptocurrency Association is open to investors, entrepreneurs, exchanges and professional firms
- By: James Langton
- July 11, 2018 October 14, 2019
- 12:05
Parents missing the mark on saving for kids’ education
By starting a savings plan early, parents can reduce the burden of debt to pay for higher education
- By: Leah Golob
- July 11, 2018 October 14, 2019
- 11:40
Slideshow: Advisors happy to recommend their banks
During the past decade, advisors have been satisfied with the services and work environments their banks offer
- By: Fiona Collie
- July 11, 2018 October 14, 2019
- 09:30
FS-ISAC launches CERES forum
Global community lets financial regulators, central banks and supervisors share information on cyberhreats
- By: James Langton
- July 11, 2018 October 14, 2019
- 08:00
Investors’ interest in ETFs growing: survey
Advisors expect their allocations to ETFs to grow by 50% over the next two years
- By: Leah Golob
- July 10, 2018 October 17, 2019
- 15:45
Hub acquires Ontario MGA
Independent Financial Concepts Group expands Hub’s broker network
- By: Leah Golob
- July 10, 2018 October 14, 2019
- 11:00
CC&L announces formation of Vergent Asset Management
UK-based investment manager focuses on frontier and new emerging markets
- By: IE Staff
- July 10, 2018 October 14, 2019
- 10:45
TD to acquire Greystone Managed Investments for $792 million
The asset manager will be rebranded as TD Greystone and will continue to operate from Regina
- By: Armina Ligaya
- July 10, 2018 October 14, 2019
- 10:06
CPPIB betting that demand for sports data is a good long-term investment
Sportradar is the only company that’s currently working with U.S. sports leagues for official data for betting purposes
- By: David Paddon
- July 9, 2018 October 14, 2019
- 17:15
Growing divide between winners and losers in asset management: report
In an environment of fee compression and pervasive passive investing, profitable growth is becoming more difficult to achieve
- By: James Langton
- July 9, 2018 October 14, 2019
- 14:00
Scotiabank completes purchase of stake in Chilean bank
The transaction is intended to double Scotia’s presence in Chile
- By: Leah Golob
- July 9, 2018 October 14, 2019
- 11:00
Open banking must safeguard client data
Fintechs should be required to meet similar standards as the traditional banks when it comes protecting client data
- By: James Langton
- July 6, 2018 October 14, 2019
- 15:00
Race to the bottom in U.S. asset management fees accelerates
There are multiple causes of fee compression in asset management, which compound upon each other
- By: James Langton
- July 6, 2018 October 14, 2019
- 11:30
Benefits like employer tips and RRSP contributions to be part of B.C. health tax
The government is eliminating medical services plan premiums and returning about $1,800 each year to families
- By: The Canadian Press
- July 6, 2018 October 14, 2019
- 06:40