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
Latest news in Industry News
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
Report outlines FAIR Canada’s achievements
The investor advocacy group is working to ensure that securities regulation protects and meets the needs of all investors
- By: James Langton
- April 24, 2018 July 10, 2019
- 12:30
Client loyalty not leading to referrals
Clients say advisors are not engaging in all aspects of their financial lives
- By: James Langton
- April 23, 2018 October 30, 2019
- 14:45
Borealis AI expands lab network into Vancouver
Applications of computer vision are new to the financial services industry
- By: IE Staff
- April 23, 2018 June 1, 2019
- 10:31
Great-West Lifeco to expand in Ireland
GWL subsidiary Irish Life to acquire strategic investment in Invesco Ireland
- By: Leah Golob
- April 20, 2018 June 1, 2019
- 12:45
FPSC reports increase in public complaints
More than half of the cases heard by FPSC’s disciplinary hearing panel in 2017 resulted in a suspension
- By: James Langton
- April 20, 2018 June 1, 2019
- 10:15
Ottawa’s new privacy rules give businesses flexibility on data breach reporting
New regulations for the Personal Information Protection and Electronic Documents Act take effect Nov. 1
- By: David Paddon
- April 20, 2018 June 1, 2019
- 07:00
Enhanced advisor expertise key to investor satisfaction
Investors rated three characteristics of advisor education programs as particularly important
- By: James Langton
- April 19, 2018 June 1, 2019
- 16:30
Financial firms earn perfect score for LGBT diversity
Index identifies companies listed on the S&P/TSX composite index that promote diversity and inclusion
- By: Leah Golob
- April 19, 2018 June 1, 2019
- 15:45
Longevity beginning to change investor behavior
More high-net worth investors expect they will live to 100
- By: James Langton
- April 19, 2018 June 1, 2019
- 11:30
Slideshow: Regulators’ ratings in the past decade
While some of the regulators have seen their ratings remain stable, others have had wild swings in theirs
- By: Fiona Collie
- April 19, 2018 June 1, 2019
- 10:30
WCM honours 16 corporate leaders
Champions selected for advancing progress in gender diversity
- By: Leah Golob
- April 18, 2018 October 11, 2019
- 15:55
Tax preparers join together to promote innovation
TFEC will help to improve collaboration between the CRA and the tax preparation and software industry
- April 18, 2018 April 6, 2019
- 10:45
Public Policy Forum and TD Bank announce job research partnership
PPF will conduct research to explore how Canadians can adapt and thrive as the nature of work evolves
- By: Leah Golob
- April 17, 2018 April 6, 2019
- 10:45
Manulife joins CAFII
The insurance giant becomes the first of the Big Three life insurers to join the association, which represents the insurance arms of Canada’s major banks…
- By: Megan Harman
- April 16, 2018 April 6, 2019
- 11:00