Slideshow: Unique differences among insurance firms’ advisors
For insurance advisors, average age, tenure in the industry and with their firms, as well as annual compensation, is most revealing
- By: James Langton
- August 2, 2017 November 9, 2019
- 11:00
Latest news in Industry News
PPI, WealthBar team up to give insurance advisors access to investments
PPI Valet, powered by WealthBar’s robo-advisor platform, provides advisors who are licensed only in insurance an opportunity to expand their offerings
- By: Megan Harman
- August 1, 2017 December 19, 2017
- 13:50
RBC’s mobile users can now call on Siri to pay bills
The bank is also introducing the ability for clients to make Interac e-Transfer payments within Apple’s iMessage platform
- By: Leah Golob
- August 1, 2017 January 22, 2018
- 11:10
DH acquisition drives fintech investment in Q2
Investor interest in fintech remains quite high in Canada, with the Big Five banks continuing to place a strong emphasis on innovation
- By: James Langton
- August 1, 2017 December 19, 2017
- 10:30
U.S. banks benefiting from higher interest rates
Q2 results for the big U.S. banks revealed positive trends in both earnings and loan growth
- By: James Langton
- July 31, 2017 December 19, 2017
- 12:10
New firm focusing on digital asset sector raises $20 million
NextBlock Global will invest in companies involved in the development and deployment of blockchain technology and virtual currencies
- By: James Langton
- July 31, 2017 December 19, 2017
- 09:45
J.P. Morgan to be powered by renewable energy
The bank is also committed to facilitating US$200 billion in clean energy financing through 2025
- By: James Langton
- July 28, 2017 December 19, 2017
- 11:55
Insurance Advisors’ Report Card 2017: Editors discuss results
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of this year's Insurance Advisors’ Report Card, which show advisors…
- By: Fiona Collie, Pablo Fuchs
- July 28, 2017 November 9, 2019
- 08:00
Home Capital repays $2-billion line of credit from Berkshire Hathaway
Warren Buffett’s firm provided the alternative mortgage lender the financial lifeline last month as Home Capital was trying to regain investor confidence
- By: The Canadian Press
- July 25, 2017 December 19, 2017
- 21:05
Canadians slow to adopt fintech
EY survey says lack of awareness and a preference for traditional firms as main reason for low penetration
- By: James Langton
- July 25, 2017 December 19, 2017
- 13:05
Time is now for advisors to give guidance on proposed tax changes
With the release of the federal government’s proposed tax changes affecting private corporations, business-owner clients will need to take steps to mitigate the potential impact
- By: Rudy Mezzetta
- July 24, 2017 July 17, 2018
- 05:00
Rise of robo-advisors in mortgage business could have an impact
These new services could simplify how prospective borrowers access traditional lenders
- By: James Langton
- July 18, 2017 December 19, 2017
- 11:15
National strategy needed to help Canadian fintechs succeed
New paper from Waterloo think tank suggests necessary steps should be taken to encourage fintech growth domestically and globally
- By: James Langton
- July 17, 2017 December 19, 2017
- 12:45
National Bank awards scholarships
Winners of Women in Financial Markets Scholarship receive cash and career development opportunities
- By: Fiona Collie
- July 17, 2017 December 19, 2017
- 11:25
IIAC aims to help investment dealers gauge cybersecurity risks
The association has created a survey that investment dealers could use to gauge the risks that third-party service providers present
- By: James Langton
- July 17, 2017 December 19, 2017
- 11:15
TD joins global group focused on promoting adoption of blockchain
The Chamber of Digital Commerce engages in public policy advocacy and education efforts to advance the adoption of blockchain technology
- By: James Langton
- July 17, 2017 December 19, 2017
- 11:05
Veteran portfolio manager introduces new firm catering to wealthy clients
Lawrence Ullman, most recently of Richardson GMP, is going to bat on his own with Ullman Wealth Management
- By: Rudy Mezzetta
- July 17, 2017 December 19, 2017
- 09:20
RBC, Tangerine receive top customer satisfaction scores from J.D. Power
Two new studies from J.D. Power reveal that usage and satisfaction with mobile banking is growing significantly among consumers
- By: Rudy Mezzetta
- July 13, 2017 December 19, 2017
- 10:20
Robo-advisors could drive significant change: Fitch
But the rise of automated advice services also carries operational and implementation risks
- By: James Langton
- July 12, 2017 December 19, 2017
- 15:00
Home Capital names Yousry Bissada as new CEO
The announcement comes three weeks after Warren Buffett’s Berkshire Hathaway invested in the company and provided much needed funding
- By: David Paddon
- July 12, 2017 December 19, 2017
- 08:40
UBS Wealth Management steps up services for female clients
A new advisory board will promote the financial confidence of women
- By: James Langton
- July 11, 2017 December 19, 2017
- 14:25
Solactive establishes Toronto office
The firm has also hired Bernd Henseler to fill the role of head of the Americas
- By: Leah Golob
- July 11, 2017 December 19, 2017
- 11:00
Lamarche leaving LOGIQ
The high-profile mutual fund manager will be setting up his own firm and enter into a subadvisory relationship with his former company
- By: James Langton
- July 11, 2017 December 19, 2017
- 10:25
BMO, TD win U.S. FSR leadership awards
Banks recognized for their efforts at promoting financial literacy
- By: James Langton
- July 10, 2017 December 19, 2017
- 13:40
CIBC to buy Chicago-based wealth management firm
Geneva Advisors will build on the Toronto-based bank’s recent acquisition of PrivateBancorp
- By: The Canadian Press
- July 10, 2017 December 19, 2017
- 08:30