WealthBar and PPI launch PPI Valet
In addition to online portfolio management, the new platform also offers marketing support and online tools for advisors
- By: Leah Golob
- January 25, 2018 October 17, 2019
- 12:23
Latest news in Industry News
CLHIA welcomes new agreement for Trans-Pacific Partnership
Asia-Pacific countries are of particular interest to the life and health insurance industry
- By: IE Staff
- January 24, 2018 February 14, 2019
- 16:40
Report proposes new retirement income program
The proposed Living Income For the Elderly program would enable retirees to turn any portion of their savings into a reliable income stream
- By: James Langton
- January 23, 2018 February 14, 2019
- 13:20
Canadians overwhelmingly confident in their advisors
The fact that only 3% of Canadians are dissatisfied with their advisors suggests that they’re too complacent with their money managers
- By: Leah Golob
- January 23, 2018 February 14, 2019
- 12:15
Solo Canadians fear running out of retirement savings
These individuals are afraid of rising daily living expenses, not having enough money for necessities and increasing health-care costs
- By: Leah Golob
- January 23, 2018 October 31, 2019
- 11:50
Big Five recognized for gender-equality efforts
BMO, CIBC, RBC, TD and Scotiabank were among the 104 companies included in Bloomberg’s new gender-equality index
- By: Leah Golob
- January 22, 2018 February 14, 2019
- 14:35
BMO teams up with China’s ICBC
New MOU signed between the two banks will help BMO build on its asset-management capabilities
- By: James Langton
- January 22, 2018 October 17, 2019
- 10:31
Welcome to our new website
Unveiling a cleaner, more modern look — and now accessible on any device
- By: IE Staff
- January 22, 2018 February 14, 2019
- 09:00
FPSC releases results of December CFP exams
The CFP examination was written by 473 candidates — the highest number since 2010
- By: Leah Golob
- January 20, 2018 October 17, 2019
- 10:37
Equity mutual fund sales drive growth in AUM
Mutual fund sales rose by 47% to $44.2 billion in 2017 while total AUM rose by 10.3% to $1.48 trillion
- By: James Langton
- January 19, 2018 February 14, 2019
- 11:00
WFE publishes best practices for cybersecurity compliance
Offering incentives to staff leads to greater awareness of cyber threats
- By: James Langton
- January 19, 2018 February 14, 2019
- 11:00
BMO pot financing marks policy shift for Canadian banks
BMO’s participation in Canopy Growth’s financing deal comes as lawmakers crack down south of the border
- By: The Canadian Press
- January 18, 2018 February 14, 2019
- 11:40
Learnedly creates training app for financial professionals
The startup is developing courses that will help students prepare for the PFP or CFP designations
- By: Leah Golob
- January 17, 2018 February 14, 2019
- 15:30
PCMA to vote on merger with NEMA
The merger would ensure that the private capital and exempt markets have a unified industry voice
- By: James Langton
- January 16, 2018 February 14, 2019
- 16:30
BMO, Wealthsimple enhance robo-advisor services
BMO SmartFolio has reduced its account minimum to $1,000
- By: James Langton
- January 16, 2018 February 14, 2019
- 11:30
Six Canadian banks manipulated an interest rate benchmark, U.S. lawsuit alleges
The claim alleges the banks suppressed the CDOR by making artificially lower interest rate submissions
- By: The Canadian Press
- January 16, 2018 February 14, 2019
- 07:40
Are your clients feeling blue?
Younger adults are especially blue about finances this time of year
- By: Leah Golob
- January 15, 2018 February 14, 2019
- 15:25
Fiera rebrands Charlemagne Capital
Charlemagne forms the basis of Fiera’s European division
- By: Leah Golob
- January 15, 2018 February 14, 2019
- 12:15
Reform in Europe will pressure asset manager fees: Moody’s
MiFID II is likely to increase competition and drive consolidation
- By: James Langton
- January 15, 2018 February 14, 2019
- 11:45
Canadians’ confidence wavers when faced with interest rate rise
Survey finds Canadians fret about possible rate hikes, rising costs and the inability to save
- By: Leah Golob
- January 15, 2018 February 14, 2019
- 11:25
Strong relationships drive client loyalty
Advisors with Raymond James, DS and IPC received some of the best ratings from their clients, according to new research
- By: Rudy Mezzetta
- January 15, 2018 November 9, 2019
- 00:19
Simple trust income tax returns can now be filed online
The CRA recommends trust administrators start filing online because it’s a much simpler and faster process
- By: Leah Golob
- January 12, 2018 February 14, 2019
- 10:30
Sun Life expects $200-million charge in Q4
The one-time charge is due to U.S. corporate tax changes
- By: The Canadian Press
- January 12, 2018 February 14, 2019
- 10:15
Capital markets face risks in 2018
Regulatory fragmentation, illiquidity and a potential sudden shock to the financial system are big risks for markets in the coming year, according to Ian Russell
- By: Leah Golob
- January 11, 2018 February 14, 2019
- 16:30
IA Financial introduces individual insurance online claims service
The new service is part of the insurer’s efforts to provide efficient digital offerings
- By: Leah Golob
- January 11, 2018 February 14, 2019
- 11:00