Morgan Stanley launches robo-advisor
The new platform allows the firm’s advisors to expand their reach and nurture future clients
- By: James Langton
- December 4, 2017 December 25, 2018
- 15:00
Latest news in Industry News
Xennials face obstacles in saving for retirement
More than three-quarters of Xennials say they will either start contributing, or contributing more, toward their retirement savings in the next five years
- By: Leah Golob
- December 4, 2017 December 25, 2018
- 12:40
National Bank Q4 profit up from year ago
The Montreal-based bank has raised its quarterly dividend to 60¢ per share
- By: The Canadian Press
- December 1, 2017 December 25, 2018
- 15:10
InvestorCOM acquires BlueID
The recent focus of investor communications firm BlueID has been on digital migration strategies and CRM2
- By: Leah Golob
- December 1, 2017 December 25, 2018
- 12:40
Consumer Insights
A monthly examination of the complex interplay among Canadian consumers, money and financial advice
- By: IE Staff
- December 1, 2017 December 25, 2018
- 09:35
CIBC’s Q4 earnings beat expectations; TD’s results fall short
CIBC ahead of expectations on the back of exceptionally strong domestic retail and a better than forecast contribution from its new U.S. platform
- By: Armina Ligaya
- November 30, 2017 December 25, 2018
- 16:35
White paper explores merits of Bank of Canada creating a digital currency
A digital currency could become a cheaper alternative to debit and credit cards and other forms of payment
- By: Ian Bickis
- November 30, 2017 December 25, 2018
- 16:30
Tax Court cannot rectify error caused by misleading HBP rules
The error relates to a discrepancy between the date when the purchaser may take vacant possession of a property and the formal closing of a…
- By: Patricia Chisholm
- November 30, 2017 December 25, 2018
- 16:25
BMO InvestorLine earns top marks in Surviscor annual mobile scorCard
Although mobile accessibility and services for discount brokerage clients has improved, it continues to lag the traditional online experience
- By: Leah Golob
- November 30, 2017 December 25, 2018
- 12:15
“Open banking” holds promise but cybersecurity fears loom for Canadian banks
Banks are concerned about the potential impacts on safety, soundness and stability in Canada’s financial system, says CBA
- By: Armina Ligaya
- November 30, 2017 December 25, 2018
- 11:00
Gender gap still exists in financial confidence
Most women have a high level of financial literacy, but lack confidence in financial planning
- By: Leah Golob
- November 29, 2017 December 25, 2018
- 15:50
Royal Bank reports 12% rise in Q4 net income
RBC’s Q4 wealth management net income up 24% to $491 million; Bank says mortgage demand up ahead of new rules
- By: Armina Ligaya
- November 29, 2017 December 25, 2018
- 13:45
Veteran analysts launch Alpine Macro
Independent research firm to provide global investors with analysis and investment strategy recommendations
- By: James Langton
- November 29, 2017 December 25, 2018
- 11:30
More than 19,000 Canadians caught in Equifax breach
11,670 Canadian credit cards impacted by cyberattack
- By: The Canadian Press
- November 29, 2017 December 25, 2018
- 10:50
Failed class action against HSBC leads to significant costs against representative plaintiff
A ruling from the Ontario Superior Court delivered in November concluded that much of the drive behind the lawsuit was “entrepreneurial” in nature
- By: Patricia Chisholm
- November 29, 2017 December 25, 2018
- 07:30
Insurers embrace new technologies but still relying on advisors
Although the shift toward digital is having an impact on clients’ expectations, they still value relationships with advisors more than clients in any other country
- By: Megan Harman
- November 28, 2017 December 25, 2018
- 16:55
Scotiabank posts higher Q4 profit
$2.9 billion offer for BBVA Chile would double the Canadian bank’s market share in Chile
- By: Armina Ligaya
- November 28, 2017 December 25, 2018
- 16:45
Home Capital vows to defend itself from possible $70-million short-seller claim
West Face says it covered its short position during a period in which it now believes that market prices of Home Capital shares were inflated…
- By: The Canadian Press
- November 28, 2017 December 25, 2018
- 13:40
Manulife begins new chapter with Quebec HQ opening
Accelerating growth in Quebec is an important component of Manulife's long-term Canadian strategy, CEO says
- By: Leah Golob
- November 28, 2017 December 25, 2018
- 12:40
Sterling Mutuals is first dealer to partner with Invesco Canada’s advisorDuo
The new robo-advisor platform is available exclusively to advisors and their clients and gives mutual fund-licensed advisors access to ETFs
- By: Fiona Collie
- November 28, 2017 December 25, 2018
- 06:00
Millennials worried about investment losses
Report offers insight into the decisions Ontario millennials are making when it comes to saving and investing
- By: James Langton
- November 27, 2017 December 25, 2018
- 12:15
Wood Gundy wins on jury issue
A B.C. court has ruled that complex allegations involving unsuitable investments should be heard by a judge alone
- By: James Langton
- November 27, 2017 December 25, 2018
- 11:00
Feds to reinstate disability advisory committee
The committee will provide the Canada Revenue Agency with feedback on the administration of the disability tax credit
- By: Rudy Mezzetta
- November 24, 2017 December 25, 2018
- 14:10
No need to fear AI, experts say
AI will be able to provide a breadth of information and predictions while advisors use their judgment and soft skills in interacting with clients
- By: Leah Golob
- November 24, 2017 December 25, 2018
- 11:45
Report recommends Quebec prohibit disparities in retirement plans
Promoting intergenerational equity will require interprovincial co-operation
- By: James Langton
- November 23, 2017 December 25, 2018
- 16:10