OBSI plans to improve resolution process
Ombudsman service plans other improvements after surveying institutions
- By: James Langton
- July 7, 2017 December 19, 2017
- 11:25
Latest news in Industry News
Home Capital creates new executive role to focus on strategy
Greg Parker will focus on identifying and evaluating options to further develop the alternative lender’s business
- By: The Canadian Press
- July 7, 2017 December 19, 2017
- 06:20
Changing the face of financial advice
Through their innovation hubs, financial services institutions are exploring ways of integrating AI and other technology into wealth management
- By: Fiona Collie
- July 6, 2017 November 9, 2019
- 11:56
Gluskin Sheff reaches retirement deal with co-founders
Arbitrator rules the firm must pay out more than $19 million, much less than the amounts sought by Ira Gluskin and Gerry Sheff
- By: James Langton
- July 6, 2017 December 19, 2017
- 10:00
Toronto Raptors to wear Sun Life patch next season
Jersey sponsorships will be introduced across the NBA as part of a three-year pilot program
- By: The Canadian Press
- July 6, 2017 December 19, 2017
- 09:15
CPPIB announces senior executive appointments
Mining executive Neil Beaumont is joining the pension giant as chief financial and risk officer
- By: James Langton
- July 5, 2017 December 19, 2017
- 13:40
Equity Associates joins IFIC
The Markham, Ont.-based mutual fund dealer has 175 advisors
- By: IE Staff
- July 5, 2017 December 19, 2017
- 13:10
Wawanesa completes purchase of Western Financial, Western Life
There are no plans to close or relocate any of Western’s existing 157 locations or affiliates
- By: IE Staff
- July 5, 2017 December 19, 2017
- 12:59
A glimpse behind the walls of an innovation lab
Collaboration with employees in traditional banking and insurance channels is crucial to the work done in the financial services sector’s innovation hubs
- By: Fiona Collie
- July 5, 2017 November 9, 2019
- 09:00
Canaccord Genuity buys U.K. wealth management firm
Hargreave Hale has $13.5 billion in assets under administration, management and management contract
- By: The Canadian Press
- July 5, 2017 December 19, 2017
- 08:30
Lorne Park to acquire Crestridge
Crestridge will be consolidated with Bellwether Investment Management, a Lorne Park subsidiary
- By: James Langton
- July 4, 2017 December 19, 2017
- 16:15
Institutional investors push companies for disclosure on global workforces
Investors are seeking deeper insight into companies’ policies and practices
- By: James Langton
- July 4, 2017 December 19, 2017
- 15:15
IFIC launches website to help investors make informed decisions
The Investor Centre features content specifically geared to people at different points in life
- By: IE Staff
- July 4, 2017 December 19, 2017
- 14:30
Frank Mersch to join Jemekk Capital
The veteran fund manager is expected to play an integral role in building assets at the alternative investment management firm
- By: Jade Hemeon
- July 4, 2017 December 19, 2017
- 14:05
How innovation hubs are revolutionizing Bay Street
With growing interest in fintech, financial services institutions are launching innovation labs inspired by the unorthodox corporate settings of Silicon Valley
- By: Fiona Collie
- July 4, 2017 November 9, 2019
- 13:25
Credit unions decry federal ban on members using “banking” terms
Credit unions will have to remove any banking references from their advertising materials and their websites
- By: The Canadian Press
- July 4, 2017 December 19, 2017
- 10:55
Home Capital hones in on new CEO
The company is making efforts to restore market confidence following allegations that it misled investors
- By: Alexandra Posadzki
- June 29, 2017 December 19, 2017
- 16:15
Canadian fintech firms among top-ranked in the world
Wealthsimple, Trulioo, FinanceIt, Wave Accounting and Street Contxt were among the 250 top firms, according to new research
- By: James Langton
- June 29, 2017 December 19, 2017
- 10:55
Canadian trading commissions increasing more than in the U.S.
New Greenwich Associates report finds that RBC Capital Markets continues to be the industry leader in market share
- By: James Langton
- June 29, 2017 December 19, 2017
- 10:30
Home Capital’s fight to survive added $175 million to its Q2 expenses
But the company is encouraged by the inflows of deposits since Berkshire Hathaway announced it was investing $400 million in Home Capital
- By: The Canadian Press
- June 29, 2017 December 19, 2017
- 08:55
RBC GAM to establish in-house innovation lab
The firm will provide funding of $20 million during the next five years to develop tools to provide better experiences for investors and financial advisors
- By: Leah Golob
- June 28, 2017 December 19, 2017
- 11:35
Slideshow: Big differences among banks’ advisors
At some banks, advisors resemble their brokerage or dealer counterparts; at others, they appear to be positioned much closer to traditional frontline retail bankers
- By: James Langton
- June 28, 2017 November 9, 2019
- 07:00
TMX Group takes steps to replace CDS, CCDC
The company has hired Tata Consultancy Services to implement a new single, integrated technology platform to replace the legacy systems
- By: James Langton
- June 27, 2017 December 19, 2017
- 12:00
Rise of fintech includes many future risks, FSB says
A new report from the global body urges regulators to keep a close eye on 10 issues, ranging from cyber crime to regulatory governance
- By: James Langton
- June 27, 2017 December 19, 2017
- 11:40
Cease of InforcePRO’s operations leaves some insurance advisors in the lurch
The U.S. firm, which provided software for insurance advisors to monitor their clients’ in-force life insurance policies and identify sales, closed down last week
- By: Megan Harman
- June 23, 2017 December 19, 2017
- 15:25