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
Latest news in Industry News
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
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
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