Parents delaying retirement to help their kids
More than half of Canadian parents are supporting their adult children financially
- By: Leah Golob
- September 19, 2017 December 19, 2017
- 15:50
Latest news in Industry News
Complaints about life and health insurance industry rise to highest level ever
OLHI’s annual report notes that the organization is pursuing changes to the way complaints about independent agents are handled
- By: Megan Harman
- September 19, 2017 December 19, 2017
- 14:55
Canadians face obstacles to investing
Study finds young adults are more likely to start investing than older non-investors
- By: Leah Golob
- September 19, 2017 December 19, 2017
- 14:30
Gluskin Sheff names new CEO
Jeff Moody succeeds Tom MacMillan
- By: IE Staff
- September 19, 2017 December 19, 2017
- 10:35
Wealthsimple launches robo-advisor service in U.K.
The company launched in the U.S. at the end of January
- By: The Canadian Press
- September 19, 2017 December 19, 2017
- 09:00
CIBC extends brand name to the U.S.
The recently acquired PrivateBancorp will now operate under the CIBC brand; TD completes Scottrade acquisition
- By: Leah Golob
- September 18, 2017 December 19, 2017
- 16:40
Appropriate withdrawal rate key to successful decumulation
While 4% is often used as a benchmark for annual portfolio withdrawals in retirement, this amount must be calculated according to individual circumstances, evaluated along…
- By: Jade Hemeon
- September 18, 2017 December 19, 2017
- 15:55
Advisors, investors’ views on SRI, advice differ greatly
However, the two parties find common ground on global investing and key wealth-management services
- By: Leah Golob
- September 18, 2017 December 19, 2017
- 15:30
Fraudster sentenced to 11 years in jail
Investors’ funds diverted for personal use
- By: James Langton
- September 18, 2017 December 19, 2017
- 11:10
Canaccord Genuity completes acquisition of Hargreave Hale
The U.K. wealth management firm brings more than $13.5 billion in assets under administration, management and management contract
- By: Leah Golob
- September 18, 2017 December 19, 2017
- 10:30
Privacy commissioner launches investigation into Equifax data breach
The credit monitoring company has committed to notifying all impacted Canadians in writing
- By: Aleksandra Sagan, Armina Ligaya
- September 16, 2017 December 19, 2017
- 14:30
TD mobile banking apps receive top marks
U.S. study finds that Canadians are spending more time on their mobile banking apps this year than they did both in 2016 and 2015
- By: Leah Golob
- September 14, 2017 December 19, 2017
- 14:15
Self-directed investors turning away from robo-advisors
There’s a growing desire among these investors for a combination of full-service advice and self-service tools, J.D. Power report finds
- By: Leah Golob
- September 14, 2017 December 19, 2017
- 11:40
Equifax hack likely affected only Canadians with dealings in U.S.
Canada’s privacy commissioner has prioritized an examination into the hack to ensure that Canadians’ information are protected by future risks
- By: David Hodges, Armina Ligaya
- September 13, 2017 December 19, 2017
- 17:00
Sun Life’s new headquarters puts focus on digital innovation
The new office will house more than 2,000 employees and places a priority on creating a collaborative environment in order to attract top talent
- By: Megan Harman
- September 13, 2017 December 19, 2017
- 16:30
Toronto, Montreal advance in latest GFCI rankings
Both cities climbed two places in the rankings of global financial centres
- By: James Langton
- September 13, 2017 December 19, 2017
- 15:15
FPSC introduces Financial Planning Body of Knowledge
Developed by industry expert, the new resource offers a comprehensive view of the content that should be mastered by qualified planners
- By: James Langton
- September 13, 2017 December 19, 2017
- 09:50
Two-thirds of Canadian households saving for retirement, census suggests
The numbers show a clear preference among younger workers for TFSAs
- By: David Hodges
- September 13, 2017 December 19, 2017
- 09:10
Home Capital shareholders reject additional Buffett investment
More than 88% of shareholders rejected a plan that would have seen Buffett’s Berkshire Hathaway acquire 23.9 million more shares for $246.7 million
- By: Armina Ligaya
- September 12, 2017 December 19, 2017
- 12:40
Diagram welcomes new execs, angel investors
The venture launch pad is receiving an additional $5 million in funding from new angel investors, including Robert Frances and Paul Sabourin, among others
- By: Fiona Collie
- September 12, 2017 January 22, 2018
- 11:30
Overbond matches investors with new bond offerings
New service uses machine learning
- By: James Langton
- September 12, 2017 February 26, 2019
- 10:20
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