Wellington-Altus hires advisor coaching firm
Carson Group to guide the firm’s advisors in every facet of their business
- By: James Langton
- April 4, 2018 April 6, 2019
- 11:20
Latest news in Industry News
Former colleagues launch boutique investment firm
Crimson Asset Management to focus on high net-worth investors
- By: James Langton
- April 4, 2018 April 6, 2019
- 10:55
Aviso Wealth merger closes
The merger of Credential Financial, Qtrade and NEI Investments creates a wealth management firm with more than $55 billion in assets under management
- By: IE Staff
- April 3, 2018 April 6, 2019
- 14:40
Teachers’ earned 9.7% in 2017
Pension plan undeterred by uncertainty over tariffs: CEO
- By: David Paddon
- April 3, 2018 April 6, 2019
- 14:05
Financial services must plan for rapid change
Report aims to forecast that sorts of skills that employees will need in the years ahead
- April 3, 2018 April 6, 2019
- 12:30
Low-risk credit unions vulnerable to housing slowdown
Credit unions would enhance their ability to withstand adverse environments by strengthening their earnings capacity
- By: James Langton
- April 3, 2018 April 6, 2019
- 11:15
Hub International buys Ontario group benefits firm
The acquisition of The Benefits Company will strengthen Hub’s retirement and benefits operations
- By: Megan Harman
- April 3, 2018 April 6, 2019
- 10:50
Sun Life strengthens its Asia HNW insurance business
SLF International becomes part of SLF Asia pillar
- By: IE Staff
- April 3, 2018 April 6, 2019
- 10:35
IDC WIN makes senior appointments
Phil Marsillo named president
- By: Leah Golob
- April 2, 2018 April 6, 2019
- 16:30
Canaccord Genuity welcomes Stanley Asset Management
The Vancouver-based team is the latest group to join Canaccord’s Canadian wealth-management business
- By: IE Staff
- April 2, 2018 April 6, 2019
- 12:45
Customer data “well-protected” by banks: report
Heightened concerns over privacy and data protection may lead people to banks rather than fintechs
- By: James Langton
- April 2, 2018 April 6, 2019
- 10:29
FCAC introduces new consumer protection advisory committee
The committee members will work broaden stakeholder engagement beyond traditional players
- By: Leah Golob
- March 29, 2018 November 12, 2019
- 16:03
Report urges regulators to embrace big data
Machine learning could help regulators improve oversight
- By: James Langton
- March 29, 2018 November 13, 2019
- 11:00
Dissatisfaction with regulators increases
Although the BCSC's ratings increased year-over-year, no other regulators in the survey experienced a similar fortune
- By: James Langton
- March 29, 2018 November 11, 2019
- 00:19
Professional Investments signs on to use Invesco’s advisorDUO platform
PI is the second firm this week to give its advisors access to the online digital wealth-management platform
- March 28, 2018 April 6, 2019
- 16:25
Toronto ranks among the fastest-growing global technology innovation hubs: report
Artificial intelligence and fintech are among the city’s strengths
- By: James Langton
- March 28, 2018 April 6, 2019
- 10:40
Legacy IT systems holding banks back: survey
Banks must provide better digital experiences that can compete with fintech offerings
- By: Leah Golob
- March 27, 2018 April 6, 2019
- 16:00
2017 a strong year for retail brokerages
Consolidation poised to continue for Canada’s investment industry
- By: James Langton
- March 27, 2018 April 6, 2019
- 15:10
Groupe Cloutier to adopt Invesco’s advisorDUO platform
The firm is the first in Quebec to adopt the robo-advisor service, which launched in November 2017
- By: Fiona Collie
- March 27, 2018 April 6, 2019
- 11:35
Nest Wealth rolls out digital group RRSP
New program removes barriers for small- to medium-sized businesses to open and run their own group plans
- By: Leah Golob
- March 27, 2018 April 6, 2019
- 11:00
B.C. makes changes to property speculation tax
The changes would create a number of exemptions and shift which areas of the province would be covered by the tax
- By: Dirk Meissner
- March 27, 2018 April 6, 2019
- 07:30
Advisors failing to meet investors’ expectations
Trust in advisors driven mostly by full disclosure of fees, survey reveals
- By: Leah Golob
- March 26, 2018 April 6, 2019
- 15:00
Slideshow: Do you know what clients really think? Take our quiz
The Financial Comfort Zone Study offers insight into the relationships among financial advice, financial well-being and overall life satisfaction in Canadian society
- By: IE Staff
- March 26, 2018 November 17, 2019
- 06:00
Toronto man jailed for defrauding CRA
Fraudulent direct deposit forms were used to redirect more than $41 million in GST/HST refunds
- By: IE Staff
- March 23, 2018 April 6, 2019
- 14:10
Fiera to acquire CGOV Asset Management
The deal will provide Fiera with the critical mass necessary “to be a competitive force” in the HNW market
- By: Megan Harman
- March 23, 2018 April 6, 2019
- 10:00