Wealth-management CEOs optimistic about growth
Major changes to fees, products, distribution, regulation, technology and workforce could disrupt the industry
- By: James Langton
- March 13, 2018 April 6, 2019
- 13:40
Latest news in Industry News
Gemini founders propose cryptocurrency SRO
The Virtual Commodity Association would introduce standards, provide oversight, and self-regulation to the emerging industry
- By: James Langton
- March 13, 2018 April 6, 2019
- 13:30
Report sees potential in central bank digital currencies
Policymakers are concerned about the impact of a digital currency that’s intended for use by the general public
- By: James Langton
- March 13, 2018 April 6, 2019
- 13:00
IIAC seeks nominations for 2018 Top Under 40 Award
The call for nominations closes on June 1
- By: Leah Golob
- March 13, 2018 April 6, 2019
- 11:15
Aligned Capital Partners launches digital vault
The FutureVault platform will enable advisors to quickly and securely collaborate on business and client information, anytime and from any device.
- By: Leah Golob
- March 13, 2018 April 6, 2019
- 11:00
Canadian asset managers honoured
Addenda Capital, Greystone Managed Investments and Phillips, Hager & North lead institutional rankings
- By: James Langton
- March 13, 2018 April 6, 2019
- 10:45
Almost half of Canadians intimidated by investment decisions: survey
Many are seeking tools to help them invest smarter
- March 12, 2018 April 6, 2019
- 11:27
Calgary’s MLD joins Canaccord Genuity
Canaccord continues to expand wealth-management business
- By: IE Staff
- March 12, 2018 April 6, 2019
- 09:45
LOGiQ and Grenville to combine
The companies believe the deal will result in a company that offers a more effective and viable platform for enhancing shareholder value
- By: IE Staff
- March 12, 2018 April 6, 2019
- 08:29
Purpose Financial acquires Thinking Capital
All employees of online lender Thinking Capital will remain with the firm following completion of the transaction
- By: IE Staff
- March 9, 2018 April 6, 2019
- 08:43
Paving a path to gender parity in the C-suite
Canada still lags behind other countries when it comes to the representation of women on boards, experts say
- By: Leah Golob
- March 7, 2018 April 6, 2019
- 16:04
Banks need to step up cybersecurity efforts: PwC
Report suggests banks must ensure they’re keeping up with “increasingly sophisticated adversaries” and “rapidly evolving technologies”
- By: James Langton
- March 6, 2018 April 6, 2019
- 16:15
Russell Investments develops new ESG scoring methodology
The new ESG scores “are better predictors” of stock returns that traditional ESG scoring methodology, the firm claims
- By: James Langton
- March 6, 2018 April 6, 2019
- 12:04
Positive outlook for asset managers in 2018: Moody’s
The improved outlook compared with last year is reflective of the fact active managers are embracing passive investments
- By: James Langton
- March 5, 2018 April 6, 2019
- 15:05
Volatility may cause clients to scrutinize fees
The OSC is expected to publish an update in late spring about how it will proceed with embedded commissions
- By: David Hodges
- March 4, 2018 April 6, 2019
- 11:43
Carney sees potential in the technology underlying cryptocurrencies
Policymakers should be careful not to suppress innovation in blockchain technologies
- By: James Langton
- March 2, 2018 April 6, 2019
- 11:30
TD hikes dividend following lower Q1 profit
Canadian banks wrap up solid quarter
- By: Armina Ligaya
- March 1, 2018 April 6, 2019
- 16:00
Morneau eyes tax evasion crackdown
The federal government is considering legislation that would give foreign authorities some access to Canadians’ confidential information
- By: The Canadian Press
- March 1, 2018 April 6, 2019
- 15:20
Lionridge inks subadvisory deal with Wellington-Altus
The agreement will make Lionridge’s investment management services available to Wellington-Altus’ clients
- By: Leah Golob
- March 1, 2018 April 6, 2019
- 14:10
Fiera Capital expands in Asia
The assets of Hong Kong-based Clearwater Capital Partners will be added to Fiera’ private alternative investments division
- By: Leah Golob
- March 1, 2018 April 6, 2019
- 11:20
National Bank’s Q1 net income up 11%
Bank welcomes federal cybersecurity spending
- By: The Canadian Press
- February 28, 2018 April 6, 2019
- 16:25
Industry has mixed reaction to Budget 2018
Feds fall short of promoting sustained growth: IIAC
- By: James Langton
- February 28, 2018 November 9, 2019
- 13:30
Canadians could use some help with TFSAs
One-third are still not aware of the tax penalties associated with over-contribution
- By: Leah Golob
- February 28, 2018 October 31, 2019
- 12:48
National Bank announces changes to executive team
Lucie Blanchet and Stéphane Achard to succeed retiring Diane Giard
- By: IE Staff
- February 28, 2018 October 11, 2019
- 10:15
The government proposes to strengthen the FCAC
Feds also aim to modernize the deposit insurance system and implement a framework for resolving systemically important financial market infrastructure firms
- By: James Langton
- February 27, 2018 November 9, 2019
- 17:40