Overbond matches investors with new bond offerings
New service uses machine learning
- By: James Langton
- September 12, 2017 February 26, 2019
- 10:20
Latest news in Industry News
Manulife makes key leadership changes
The company has named new heads to various key units, including its global wealth and asset management segment
- By: IE Staff
- September 12, 2017 December 19, 2017
- 09:30
Horizons ETFs to absorb AlphaPro
The amalgamation of the two legal entities is expected to create a more efficient corporate structure
- By: IE Staff
- September 12, 2017 December 19, 2017
- 08:00
New scholarship aims to help women in insurance advance
Nominations for the Women Creating Legacy in Insurance Scholarship Fund are now open
- By: IE Staff
- September 11, 2017 December 19, 2017
- 13:00
Feds launch consultation on tax proposals
The two sets of proposals concern changes to GST/HST rules and income tax legislation
- By: James Langton
- September 8, 2017 December 19, 2017
- 16:00
BMO GAM’s Ross Kappele elected IFIC chairman
Members of the board elected at annual meeting
- By: Leah Golob
- September 8, 2017 December 19, 2017
- 15:30
Theft of Equifax data touched “certain” Canadian residents
The credit monitoring agency says it will work with regulators to determine appropriate next steps
- By: Ross Marowits
- September 8, 2017 December 19, 2017
- 15:10
Industry performance in recent years “remarkably solid,” IIAC says
Revenue from retail, fee-based accounts is particularly strong
- By: James Langton
- September 8, 2017 December 19, 2017
- 11:05
CI Financial makes fintech acquisition
The firm has purchased BBS Securities and its affiliates, Pario Technology and Virtual Brokers
- By: Fiona Collie
- September 8, 2017 December 19, 2017
- 09:25
Sun Life Global Investments to acquire Excel Funds
The acquisition will expand SLGI’s lineup of emerging markets funds and adds ETFs to its roster of products
- By: Megan Harman
- September 7, 2017 December 19, 2017
- 16:25
Greater efforts to fight cyber attacks needed, industry institute says
Global financial trade group calls for greater information sharing
- By: James Langton
- September 7, 2017 December 19, 2017
- 14:30
Research confirms fee transparency key to trust
J.D. Power study indicates bank customers who understand their bank fees place more faith in bank’s ethics
- By: Fiona Collie
- September 7, 2017 December 19, 2017
- 13:30
Canadian institutional investors call for 30% women on boards and executive teams by 2022
Diverse perspectives and expertise lead to better business outcomes
- By: James Langton
- September 7, 2017 December 19, 2017
- 11:45
Fiera Capital expands fixed income team
Each senior fixed income professional brings approximately 25 years of industry experience to the role
- By: Leah Golob
- September 7, 2017 December 19, 2017
- 09:30
U.S. firm offers training for meeting DOL fiduciary standard
A new course defines procedural frameworks for advisors “based on fiduciary best practices”
- By: James Langton
- September 6, 2017 December 19, 2017
- 11:00
Nearly half of Canadian workers are living paycheque to paycheque: survey
The results underscore the need for spending less and saving more every day, for emergencies and for retirement
- By: The Canadian Press
- September 6, 2017 December 19, 2017
- 08:45
Insurtech firm aims to digitize MGA function
Finaeo has raised more than $2 million toward project to create a digital “marketplace” for insurance advisors
- By: Megan Harman
- September 5, 2017 December 19, 2017
- 12:45
Report recommends an upgrade to Canada’s lobbyist registries
Federal and provincial lobbyist registries suffer from a number of deficiencies that undermine their usefulness to investors
- By: James Langton
- September 5, 2017 December 19, 2017
- 11:00
Canadian students see need for further training after post-secondary
Having a probable career path and a plan to save for education can make a big difference
- By: Leah Golob
- September 1, 2017 January 29, 2018
- 12:00
BoC scholarship encourages women to consider careers in economics and finance
The award will be combined with an offer of permanent employment at the central bank
- By: James Langton
- September 1, 2017 December 19, 2017
- 11:30
CIBC completes Geneva Advisors acquisition
Deal adds US$8.6 billion and 100 employees to CIBC Atlantic Trust
- By: Leah Golob
- September 1, 2017 December 19, 2017
- 11:10
Mackenzie, Power Corp. finalize acquisitions of stake in China AMC
Both firms now each hold a 13.9% stake in the fund company, which had $232 billion in AUM and 40 million retail clients at the…
- By: Leah Golob
- August 31, 2017 December 19, 2017
- 11:00
Scotiabank in talks to acquire BBVA Chile
The bank’s international banking unit continues to perform strongly as it accounted for almost a third of overall net income in Q3
- By: Rudy Mezzetta
- August 31, 2017 December 19, 2017
- 10:45
TD Bank’s Q3 profit rises 17% to $2.77 billion
All of Canada’s Big Six banks have outperformed analyst expectations in this quarter
- By: The Canadian Press
- August 31, 2017 December 19, 2017
- 09:05
National Bank’s Q3 profit up 8% to $518 million
The Montreal-based bank says it won’t follow rivals in eliminating services
- By: Ross Marowits
- August 30, 2017 December 19, 2017
- 15:25