Collaboration with employees in traditional banking and insurance channels is crucial to the work done in the financial services sector’s innovation hubs
Hargreave Hale has $13.5 billion in assets under administration, management and management contract
Crestridge will be consolidated with Bellwether Investment Management, a Lorne Park subsidiary
Investors are seeking deeper insight into companies’ policies and practices
The Investor Centre features content specifically geared to people at different points in life
The veteran fund manager is expected to play an integral role in building assets at the alternative investment management firm
With growing interest in fintech, financial services institutions are launching innovation labs inspired by the unorthodox corporate settings of Silicon Valley
Credit unions will have to remove any banking references from their advertising materials and their websites
The company is making efforts to restore market confidence following allegations that it misled investors
Wealthsimple, Trulioo, FinanceIt, Wave Accounting and Street Contxt were among the 250 top firms, according to new research
New Greenwich Associates report finds that RBC Capital Markets continues to be the industry leader in market share
But the company is encouraged by the inflows of deposits since Berkshire Hathaway announced it was investing $400 million in Home Capital
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
At some banks, advisors resemble their brokerage or dealer counterparts; at others, they appear to be positioned much closer to traditional frontline retail bankers
The company has hired Tata Consultancy Services to implement a new single, integrated technology platform to replace the legacy systems
A new report from the global body urges regulators to keep a close eye on 10 issues, ranging from cyber crime to regulatory governance
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
The U.S. provides a promising avenue for Canadian banks looking to expand
Dan Busi takes over as chairman, Brett Millard as vice chairman and Dave Wild, Ron Harvey and Martin Dupras join the board as directors
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of this year’s Report Card on Banks, which show that…
Qualifying fintech firms in Ontario will have access to FinTech Sandbox’s various services at no cost
Failure to keep a potential beneficiary informed overrides a limitation period, B.C. court rules
Internal Canaccord study found that 70% of the 20 advisors who had the most growth in AUA in the past year were active daily on…
The deal between the alternative mortgage lender and Warren Buffet's company is expected to close on June 29
The CDPSF will train the organization’s fund reps in its caisse network in Quebec and Ontario as of July 4