Friends’ spending may influence Canadians to buy beyond their budget: survey
Less than half of respondents have a financial strategy in place and adhere to it
- By: IE Staff
- July 23, 2018 October 14, 2019
- 11:15
Latest news in Industry News
Industry divided on expanding cost reporting
The Investment Industry of Canada’s resistance to expanded investment fund cost reporting runs counter to the views of the Investment Funds Institute of Canada
- By: James Langton
- July 20, 2018 November 13, 2019
- 17:33
Asset managers urged to invest for future growth
Strong growth in 2017 was market driven
- By: James Langton
- July 20, 2018 October 14, 2019
- 15:00
“Digital front runners” focus on extracting value from data
Canadian financial institutions face a dual challenge of serving customers via digital channels and managing risk and compliance
- By: Leah Golob
- July 19, 2018 October 14, 2019
- 16:15
Financial institutions well positioned to spot money laundering
Professional money launders present unique identification challenges
- By: James Langton
- July 19, 2018 October 14, 2019
- 12:35
ICE completes acquisition of Chicago Stock Exchange
CHX will continue to operate as a registered securities exchange
- By: James Langton
- July 18, 2018 October 14, 2019
- 11:50
Small biz tax changes: where we are now
The federal government’s final proposals received royal assent on June 21
- By: Rudy Mezzetta
- July 18, 2018 November 9, 2019
- 05:00
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
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