One-quarter of Canadians rank money as their greatest stress
The majority of Canadians surveyed have at least one financial regret
- By: Leah Golob
- May 7, 2018 July 10, 2019
- 12:26
Latest news in Industry News
Telfer students win 2018 CFA Societies Canada Ethics Challenge
The challenge is designed increase awareness of ethical dilemmas students may encounter as they enter the investment profession
- By: Leah Golob
- May 7, 2018 July 10, 2019
- 11:15
RBC hosts first global Trade for the Kids
More than US$3 million is being donated to more than 40 youth-focused charities worldwide
- By: Leah Golob
- May 4, 2018 July 10, 2019
- 10:37
GP Wealth introduces online platform for advisors
GPWealth360 gives financial advisors the ability to connect with their clients anywhere, anytime
- By: Leah Golob
- May 3, 2018 July 10, 2019
- 16:15
Industry veterans launch Waypoint Investment Partners
New firm focused on family offices and HNW clients
- By: Leah Golob
- May 3, 2018 July 10, 2019
- 15:25
The insurtech gap
Advisors and clients are ready for digitized insurance processes, but insurers are slow to adopt new technology
- By: Dwarka Lakhan
- May 3, 2018 October 30, 2019
- 15:23
Digital-divide impacts bank customer satisfaction
Cost savings for banks may come with lower levels of customer engagement
- By: Leah Golob
- May 3, 2018 July 10, 2019
- 14:20
IFRS 15 to boost IGM’s earnings
The implementation of the new accounting standard will alter the timing of how commission expenses are recognized
- By: James Langton
- May 3, 2018 July 10, 2019
- 12:10
Manulife sees almost 2% bump in Q1 net income
The increase comes partly from growth in core earnings thanks to lower U.S. tax rates and strong growth in Asia and global wealth asset management
- By: The Canadian Press
- May 3, 2018 July 10, 2019
- 09:30
IIAC urges feds to abandon or amend small-business tax changes
The proposed rules could result in a flight of capital out of the country, the group suggests
- By: Rudy Mezzetta
- May 2, 2018 July 10, 2019
- 12:40
Scotiabank completes acquisition of Jarislowsky Fraser
The completed deal creates the third-largest Canadian active asset manager with $166 billion in assets under management
- By: Leah Golob
- May 1, 2018 July 10, 2019
- 14:30
BMO to acquire KGS-Alpha Capital Markets
Fixed-income firm specializes in U.S. mortgage- and asset-backed securities in the institutional investor market
- May 1, 2018 July 10, 2019
- 12:50
Peering into the future
FPSC and IQPF update long-term projections for financial planners
- By: James Langton
- May 1, 2018 October 31, 2019
- 11:00
RCMP allege Toronto man defrauded investors of more than $6 million
Victims targeted a second time in asset-recovery scheme
- By: James Langton
- April 30, 2018 July 10, 2019
- 11:50
CAFII welcomes Canada Life
David Fear appointed to the association’s board of directors
- By: Leah Golob
- April 30, 2018 July 10, 2019
- 11:00
TD joins Canadian Cybersecurity Institute
The institute’s cybersecurity graduate students will work with TD technology teams to develop new ways to detect and deal with online threats
- By: The Canadian Press
- April 30, 2018 July 10, 2019
- 07:00
Fintech gets boost through Montreal-based initiative
Holt Fintech Acceleration Program will provide support, training and mentorship for 10 fintech entrepreneurs
- By: Leah Golob
- April 27, 2018 July 10, 2019
- 11:56
Brokerage Report Card 2018: Editors discuss this year’s results
Advisors’ businesses are stronger than ever
- By: Fiona Collie, Pablo Fuchs
- April 27, 2018 November 9, 2019
- 10:10
Confidence an important complement to financial literacy: report
Canada ranks third globally on financial knowledge, attitudes and behaviour
- By: Leah Golob
- April 26, 2018 July 10, 2019
- 14:08
Canaccord Genuity acquiring Jitneytrade and Finlogik
The acquisitions aim to bolster Canaccord’s trading business and aid the development of robo-advisory offerings
- By: James Langton
- April 26, 2018 July 10, 2019
- 11:00
Advisors seek help with clients’ mental health
Sound financial decision-making challenged by mental illness
- By: Leah Golob
- April 25, 2018 July 10, 2019
- 14:45
Offering ETFs will mean new requirements for mutual fund dealers
Training, due diligence, trading instructions among issues MFDA firms will have to consider
- By: Leah Golob
- April 25, 2018 November 13, 2019
- 14:17
SP Wealth selects Nest Wealth digital platform
The robo-advisor platform with allow the firm to substantially reduce the administrative work that doesn’t add value to clients
- By: IE Staff
- April 25, 2018 July 10, 2019
- 11:20
B.C. law targets condo flipping, tax evasion, rental home protection
The government will share the presale data it collects with the Canada Revenue Agency to monitor taxes
- By: Dirk Meissner
- April 25, 2018 July 10, 2019
- 07:00
GWL executive named new head of Financial Horizons
Nick Pszeniczny, executive vice president of the Advisory Network, GWL’s, Canada Life’s and London Life’s combined distribution organization, will step into his new role on…
- By: Megan Harman
- April 24, 2018 October 11, 2019
- 13:00