AIMCo, Scotiabank selling shares in TMX Group
The sale represents a 9.9% stake in the stock exchange operator
- By: The Canadian Press
- October 4, 2017 October 4, 2017
- 10:15
Latest news in Industry News
2017 IFIC/Pollara Survey: Key take-aways for advisors
Ross Kappele shares key findings from a recent survey of Canadian investors
- By: Ross Kappele
- October 3, 2017 January 23, 2018
- 17:10
DAC announces 2017 award winners
The Distinguished Advisor Conference takes place Nov. 5-8 in Kelowna, B.C.
- By: IE Staff
- October 3, 2017 October 3, 2017
- 15:15
Higher leverage due to low interest rates raises risks for Canadian pension funds: Moody’s
Pension managers are looking to boost investment returns by increasing leverage and their exposure to illiquid assets
- By: James Langton
- October 3, 2017 October 3, 2017
- 14:40
Home Capital shuffles executives
The turnover follows the departure last week of Greg Parker
- By: The Canadian Press
- October 3, 2017 October 3, 2017
- 14:00
Nova Scotia to replace Incompetent Persons Act
The proposed Adult Capacity and Decision Making Act would recognize the independence of adults with intellectual deficits
- By: Keith Doucette
- October 3, 2017 October 3, 2017
- 07:00
CI Financial completes acquisition of Sentry
The addition of Sentry expands CI’s product offering and brings new advisor and client relationships to the firm
- By: IE Staff
- October 2, 2017 October 2, 2017
- 14:50
Industry needs transparency and choice, not a ban on commissions
Paul Bourque, president and CEO, Investment Funds Institute of Canada, explains why increased disclosure and transparency would be better for mutual fund investors than the…
- By: Paul Bourque
- October 2, 2017 October 2, 2017
- 12:30
Helping clients with Ottawa’s proposed tax changes
CIBC tax experts Jamie Golombek and Debbie Pearl-Weinberg highlight some major actions that certain clients could consider taking in the near term
- By: Rudy Mezzetta
- September 29, 2017 September 29, 2017
- 15:00
Deferral of new tax treatment of investment management fees pleases IFIC
The Canada Revenue Agency recently decided to defer application of the “advantage rules” by one year
- By: James Langton
- September 29, 2017 September 29, 2017
- 14:40
Emerging themes in global regulatory reform
Sian Burgess, senior vice-president, fund oversight, Fidelity Investments Canada ULC, discusses international regulatory reforms in Europe, the United Kingdom and the United States. She spoke…
- By: Sian Burgess
- September 29, 2017 September 29, 2017
- 12:45
Home Capital exec to exit months after assuming role
CFO Brad Kotush will assume departing Greg Parker’s responsibilities
- By: The Canadian Press
- September 28, 2017 September 28, 2017
- 16:30
HNW clients embrace hybrid advice: study
In the early stages of a relationship, nearly two-thirds of HNW clients prefer to work directly with a wealth manager to address financial goals and…
- By: Leah Golob
- September 28, 2017 September 28, 2017
- 14:00
Advisors urged to embrace change
Judy Goldring, executive vice president and chief operating officer, AGF Management Ltd., discusses disruption in the mutual fund industry and the need for advisors to…
- By: Judy Goldring
- September 28, 2017 September 28, 2017
- 12:20
Shareholder activism on the upswing: report
Shareholders are increasingly pushing back on excessive executive compensation
- By: James Langton
- September 28, 2017 November 9, 2019
- 11:40
CLHIA updates insurance factbook
Life and health coverage continues to grow
- By: IE Staff
- September 27, 2017 December 19, 2017
- 16:00
Firms struggling to keep up on risk management
A shortage of talent and skills in technology is impacting the effectiveness of firms’ risk-management efforts
- By: Leah Golob
- September 27, 2017 December 19, 2017
- 15:15
GMP Securities to launch blockchain team
The group will help clients take advantage of the new technology’s potential
- By: James Langton
- September 27, 2017 December 19, 2017
- 13:10
Nasdaq, SEB to build blockchain for Swedish fund market
The existing infrastructure for processing fund trades in Sweden is largely a manual, paper-driven process
- By: James Langton
- September 27, 2017 December 19, 2017
- 10:40
Fear of financial loss limits investors’ opportunities: study
Investors are open to alternative investments and want greater exposure to ESG, but need the right advice on strategies
- By: Leah Golob
- September 26, 2017 November 9, 2019
- 16:15
Investors put great faith in advisors: survey
There’s great trust in advisors as more than half of investors surveyed said they would follow their advisors if they switched firms
- By: Leah Golob
- September 26, 2017 December 19, 2017
- 13:20
Survey highlights gender gap in use of financial advisors
The OSC survey also finds that many Ontarians are planning to use their homes to help fund their retirements
- By: James Langton
- September 26, 2017 December 19, 2017
- 11:40
SPR re-named Ninepoint Partners
Name change represents final stage of management-led buyout of diversified assets business of SAM
- By: IE Staff
- September 26, 2017 February 2, 2018
- 10:50
Institutional investors critical of boards lacking any female representation: survey
They also favor a ban or sunsetting of unequal voting rights
- By: James Langton
- September 25, 2017 December 19, 2017
- 11:05
Slideshow: The top 10 rated firms in this year’s Report Card series
The firms with which advisors are most pleased come from every channel in the Report Card series, but share some key traits
- By: Fiona Collie
- September 25, 2017 November 9, 2019
- 09:51