Canadians confident about financial futures
Seniors and younger millennials feel particularly positive about being financially comfortable during retirement
- By: Leah Golob
- June 12, 2017 December 19, 2017
- 15:40
Latest news in Industry News
U.S. proposed tax changes lead to interest in cross-border migration
Although lower taxes in the U.S. is causing young Canadian entrepreneurs to look south of the border, some Canadians are eager to return home
- By: Rudy Mezzetta
- June 12, 2017 December 19, 2017
- 15:25
IFB, IIAC split on alternatives to proposed embedded commissions ban
Both groups are in agreement that eliminating embedded commissions would have serious repercussions for dealers and their advisors
- By: James Langton
- June 12, 2017 September 13, 2018
- 14:15
CIBC leads Big Five banks in mobile banking
Canadian banks on the whole are succeeding in encouraging mobile transactions and payments
- By: Leah Golob
- June 9, 2017 December 19, 2017
- 13:50
Advocis takes stand against new Saskatchewan tax on life insurance
There are concerns that clients won’t be able to afford life insurance or that other jurisdictions may follow suit
- By: Megan Harman
- June 8, 2017 November 9, 2019
- 16:10
Federal government makes big move on CASL
New law that was set to come into effect on July 1 and would’ve allowed individuals to sue companies that violate CASL has been put…
- By: Patricia Chisholm
- June 8, 2017 December 19, 2017
- 12:30
Provincial insurance regulators look to improve oversight of advisors and MGAs
The ICBC, AMF and ICS are considering key changes to supervisory and oversight rules, CE requirements, use of titles and licensing
- By: Megan Harman
- June 8, 2017 November 9, 2019
- 09:10
Canadians relying on their savings to generate own retirement income
But 50% of Canadians surveyed for a Natixis report believe an inheritance is an important part of retirement income and 45% expect to receive one
- By: Leah Golob
- June 7, 2017 December 19, 2017
- 15:30
Fed approves CIBC’s acquisition of PrivateBancorp
The firm’s aim to close the transaction later this month
- By: James Langton
- June 7, 2017 December 19, 2017
- 14:00
Canada signs agreement to combat international tax avoidance
The agreement will modify many of Canada's current tax treaties in order to counter profit shifting by multinationals
- By: James Langton
- June 7, 2017 December 19, 2017
- 13:30
Advisors falling short on providing Canadians tax-planning advice
Natixis report finds that 58% of Canadian investors would fire their advisor if another one could provide better advice on the impact of taxes on…
- By: Leah Golob
- June 7, 2017 December 19, 2017
- 12:00
Slideshow: How the average advisor at each dealer is performing
There’s pressure on advisors’ AUM at some firms, which is impacting their compensation negatively and also often affecting advisors’ views of their dealers
- By: James Langton
- June 7, 2017 November 9, 2019
- 08:55
FAIR Canada, CCEL launch project to protect vulnerable clients
The groups are aiming to develop a mechanism to help firms and advisors protect clients who may be victims of elder abuse or with diminished…
- By: James Langton
- June 6, 2017 December 19, 2017
- 14:45
CIFPs 2017: Advisors lack framework for risk tolerance assessment
Shawn Brayman, president & CEO, PlanPlus Inc., highlights the lack of consistent standards regarding how advisors assess a client’s risk tolerance, and explains why the…
- By: Shawn Brayman
- June 6, 2017 November 9, 2019
- 14:30
CRA reports tax gap of $8.7 billion for individuals
The calculation was based on estimates of taxes that were assessed but not collected and on unreported income from the underground economy
- By: Rudy Mezzetta
- June 6, 2017 December 19, 2017
- 13:00
Canadians prioritizing home renovations over savings
A staggering percentage of Canadians would even dip into their savings or take on debt to complete these renovations
- By: Leah Golob
- June 6, 2017 December 19, 2017
- 10:45
U.S. brokerage profits rise in Q1: NYSE
After-tax profit for NYSE members rose to almost US$4 billion
- By: James Langton
- June 6, 2017 December 19, 2017
- 10:15
U.K. firm completes acquisition of TD European direct investing business
TD Direct Investing to be merged with Interactive Investor
- By: James Langton
- June 5, 2017 December 19, 2017
- 11:10
Court rules selling firm must cover costs of regulatory investigation
But the costs of terminating a long-term administrative employee who had agreed to work for the buyer for at least six months after the sale…
- By: Patricia Chisholm
- June 2, 2017 December 19, 2017
- 16:15
CLHIA calls on regulators to develop insurance licensing and oversight regime
The association expresses support for FSCO’s goals of treating consumers of insurance fairly and enabling innovation through fintech
- By: Megan Harman
- June 2, 2017 December 19, 2017
- 14:25
Dealers’ Report Card 2017: Editors discuss results
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss why survey participants believe their dealer firms are failing to meet expectations…
- By: Fiona Collie, Pablo Fuchs
- June 2, 2017 November 9, 2019
- 08:30
CMHC beefing up ability to detect mortgage fraud, CEO says
The federal housing agency’s stepped up efforts were not triggered by Home Capital, but by a directive formally issued by Ottawa
- By: Alexandra Posadzki
- June 1, 2017 December 19, 2017
- 15:30
Advisors need to counter growing threat of robo-advisors
As new research shows robo-advisors are gaining traction among clients, advisors should find ways to use these tools as well as provide the unique services…
- By: Megan Harman
- June 1, 2017 November 9, 2019
- 14:20
CRA says it’s making progress in stifling tax evasion
The federal government says it is in line to collect more than $13 billion worth of taxes owing
- By: Rudy Mezzetta
- June 1, 2017 December 19, 2017
- 12:45
RBC, BMO climb global private wealth rankings
Chinese companies on the rise
- By: James Langton
- June 1, 2017 December 19, 2017
- 11:20