Gen X not prepared for retirement: survey
Cost of living, school-aged children, student loans and care of aging parents pose challenges
- By: Leah Golob
- May 10, 2018 July 10, 2019
- 12:30
Latest news in Industry News
Canadian pension returns post slight gain in Q1
The first quarter of 2018 was full of instability and volatility, with Canadian equities taking the biggest hit
- By: James Langton
- May 10, 2018 July 10, 2019
- 12:20
TransferWise to launch borderless debit card in Canada in 2019
The card will hold balances in multiple currencies making it useful for business travellers, snowbirds and expats
- By: Armina Ligaya
- May 9, 2018 July 10, 2019
- 16:25
Financial literacy isn’t financial wellness for Canadian workers
Stress about retirement is the biggest financial worry among Canadians
- By: Leah Golob
- May 9, 2018 October 31, 2019
- 14:45
New Senate committee to consider ways to bolster charitable sector
The committee plans to release a report with recommendations
- By: James Langton
- May 9, 2018 July 10, 2019
- 13:10
Court upholds non-solicitation decision
Two RBCDS advisors violated agreement by calling clients when they moved from MD Management, court says
- By: James Langton
- May 9, 2018 July 10, 2019
- 13:10
WisdomTree brings portfolio analysis tool to Canada
Advisors can compare two portfolios side-by-side to improve performance
- By: James Langton
- May 9, 2018 October 17, 2019
- 10:30
Slideshow: Measuring up each firm’s average advisor
Although overall AUM and productivity are up, this isn’t the case at all firms in this year’s Brokerage Report Card
- By: James Langton
- May 9, 2018 November 9, 2019
- 10:00
Sun Life boosts dividend as Q1 net income beats analyst estimates
The insurer will increase its quarterly common share dividend by 2¢
- By: The Canadian Press
- May 9, 2018 July 10, 2019
- 07:00
FCAC announces Indigenous Peoples financial literacy working group
The working group will collaborate on developing new programs and initiatives, and identify research priorities
- By: Leah Golob
- May 8, 2018 July 10, 2019
- 12:45
Central banks urge financial industry to work together to improve wholesale payments security
CPMI releases proposed strategy on enhancing the industry’s capacity to prevent, detect and respond to attempted fraud,
- By: James Langton
- May 8, 2018 October 17, 2019
- 11:30
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
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