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
Latest news in Industry News
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
CRA provides little direction on new small-business tax regime
Although two CRA officials gave more information on certain rules at this year’s STEP conference, a tax expert expressed frustration with the draft legislation
- By: Rudy Mezzetta
- June 4, 2018 July 10, 2019
- 10:00
Laurentian Bank reports Q2 profit up, raises dividend
Bank looks to leave mortgage loan review woes behind
- June 1, 2018 July 10, 2019
- 15:00
FPSC calls for nominations
Fellow of FPSC distinction recognizes individuals who have made a significant contribution to the financial planning profession in Canada
- By: Leah Golob
- June 1, 2018 October 11, 2019
- 14:00
Advisors are unprepared for the digital transformation of wealth management
Partly because of their age, advisors haven’t been operating their businesses with a digital mindset
- By: Leah Golob
- June 1, 2018 July 10, 2019
- 11:15
Supreme Court majority sides with censured former Bre-X lawyer Joe Groia
Law society complaints dismissed
- By: The Canadian Press
- June 1, 2018 July 10, 2019
- 10:15
Dealers’ Report Card 2018: Editors discuss rocky results
Advisors are facing a bumpy road ahead as their firms go through major transitions
- By: Fiona Collie, Pablo Fuchs
- June 1, 2018 July 10, 2019
- 10:00
Modest growth in advisors’ books
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