Canadian CFP professionals get digital credentials
Digital certificate and badge provide up-to-the-minute verification status across all online platforms
- By: IE Staff
- February 9, 2018 October 31, 2019
- 12:57
Digital certificate and badge provide up-to-the-minute verification status across all online platforms
Study estimates 41% of Canadian companies had sensitive data exposed last year
Clients of the U.S. discount brokerage can gather news, do their research, get real-time quotes and take action
Millennials expect an even greater difficulty than their older counterparts
Moncton, N.B. firm expands private wealth services
U.S. tax reform that hit net income in the most recent quarter will benefit the insurer in the future
Blockchain technology will make it easier for clients to instantly verify personal information
The service provides dealers with an easy way to ask questions about complaint handling
Investment dealer gets huge lift from cannabis, blockchain transactions
Teams from four Ontario universities selected as local finalists in CFA Institute Research Challenge
The deal reinforces the company’s presence in the MGA marketplace in central Ontario
Mortgage brokers increasingly direct home buyers toward alternative lenders
The top reasons pushing Canadians to make RRSPs a priority this year are receiving a tax refund and saving for retirement
The proposed legal structure would give the insurer greater financial flexibility and help it better compete
36% of Canadians surveyed lied about financial matter to partner: poll
Recent reductions by major mutual fund firms range from 5 bps to 55 bps
Many MFDA-licensed advisors are taking another look at IIROC
Several key factors affected the relative returns of some mutual fund families
NEO Connect currently has 45 platform traded funds
Without the nickel the quarter would become less relevant, leading to addition of a 20‑cent coin
The agreement grows the Canadian bank’s Colombian subsidiary Banco Colpatria
RBC InvestEase can support non-registered investment accounts, RRSPs and TFSAs
There will be new leadership at some of the world’s most important regulatory bodies by the end of 2018
Bill C-25 would require publicly traded companies to disclose the number of women and visible minorities on their corporate boards and in senior management
The self-directed brokerage industry has come under fire since late December