Canadian youth excel in financial literacy
Among the 15 countries in the OECD’s triennial PISA study, Canada’s 15-year-olds tied for second place with Belgium with a score of 87%
- By: Leah Golob
- May 24, 2017 December 19, 2017
- 14:05
Latest news in Industry News
TD finds half of Canadians don’t have a will
Although people would rather avoid discussing their intentions with their loved ones, much potential future conflict could be mitigated if there’s a will in place
- By: Beatrice Paez
- May 24, 2017 January 22, 2018
- 11:40
RBC introduces mobile app for DS advisors
Advisor’s Virtual Assistant allows advisors to manage their days and tasks as well as review clients’ portfolios on the go
- By: IE Staff
- May 24, 2017 December 19, 2017
- 10:50
WealthBar recommends investors ask advisors tough questions
The robo-advisor firm wants to ensure Canadians are dealing with well-qualified financial professionals rather than “poorly trained bank advisors”
- By: James Langton
- May 24, 2017 December 19, 2017
- 10:25
Timing is key to income mobility, StatsCan study finds
Although the majority of younger Canadians had comparable income to their parents at 30 years of age, economic conditions accounted for variations over time
- By: Beatrice Paez
- May 23, 2017 December 19, 2017
- 13:30
Mylo app invests users’ spare change
The collected funds are invested in a portfolio of exchange-traded funds
- By: James Langton
- May 23, 2017 October 2, 2018
- 10:30
Most homeowners would have mortgage trouble if payments rose by more than 10%: poll
Many millennials are unprepared to deal with a financial emergency
- By: Linda Nguyen
- May 23, 2017 December 19, 2017
- 09:00
Organizations failing on CASL compliance
New report suggests many organizations lack the proper measures to avoid running afoul of the rules around sending unsolicited electronic communications
- By: Beatrice Paez
- May 19, 2017 December 19, 2017
- 15:10
GWL acquires Financial Horizons Group
John Hamilton will continue to lead Financial Horizons and the existing management team will remain in place
- By: Megan Harman
- May 19, 2017 December 19, 2017
- 13:20
Ontario government to implement new framework for DB pension plans
The province is also making some other complementary changes to improve transparency to plan beneficiaries and enhance income security
- By: James Langton
- May 19, 2017 December 19, 2017
- 11:30
Monarch and Morningstar to collaborate strategically
Monarch’s mutual fund advisors will now have access to Morningstar’s latest market research, model portfolio offerings and portfolio analysis
- By: Beatrice Paez
- May 19, 2017 December 19, 2017
- 09:45
Insurance industry in need of new talent
An aging advisor workforce, evolving technology and changing customer expectations is resulting in a need for younger advisors and data scientists, experts suggest
- By: Megan Harman
- May 19, 2017 December 19, 2017
- 09:20
The WannaCry lesson: protect your data
The most recent major ransomware attack warns of the vulnerability of outdated operating systems and the importance of backing up data
- By: Danny Bradbury
- May 19, 2017 December 19, 2017
- 06:30
Canadian infrastructure deals scarce but would be welcome: CPPIB chief executive
The pension fund would prefer to invest in late-stage infrastructure projects or completed projects
- By: David Paddon
- May 18, 2017 December 19, 2017
- 17:15
Investor advocates no longer in favour of CCMR
FAIR Canada and CARP are worried that the OSC, a leading advocate of investor protection, would be subsumed into the new national regulator
- By: James Langton
- May 18, 2017 December 19, 2017
- 13:00
Canadians with income volatility struggle with financial planning
The changing labour market, which makes it difficult for many to project their earnings, has resulted in many falling behind on their savings, new TD…
- By: Beatrice Paez
- May 18, 2017 December 19, 2017
- 12:00
National Bank using AI to reach out to clients
The bank has entered a strategic partnership with Automat Technologies Inc. to introduce a chatbot to engage with clients
- By: James Langton
- May 18, 2017 December 19, 2017
- 10:00
Compliance expecting to spend more on regtech in the years ahead
New report finds that 59% of survey participants said that technology has helped them meet regulatory obligations
- By: Beatrice Paez
- May 17, 2017 December 19, 2017
- 13:30
Brokerage Report Card 2017: TD Wealth PIA experiences major shift in fortunes
Dave Kelly, senior vice president of TD Wealth Private Wealth Management, discusses the significantly higher ratings advisors gave to TD Wealth Private Investment Advice in…
- By: Fiona Collie, Dave Kelly
- May 17, 2017 November 9, 2019
- 07:30
Hedge funds attract net inflows of US$20 billion in Q1
Macro strategy funds and event driven strategy funds recorded the largest net flows during the quarter
- By: James Langton
- May 16, 2017 December 19, 2017
- 14:45
Traditional financial services firms look to embrace fintech
Although these companies face growing pains in adapting new technologies it’s a challenge all traditional players face
- By: Beatrice Paez
- May 16, 2017 December 19, 2017
- 13:20
Invisor CoPilot focuses on helping advisors manage client relationships
The robo-advisor firm’s new offering allows advisors to refer clients to the digital wealth-management service or use the product on a white-label basis
- By: Fiona Collie
- May 16, 2017 December 19, 2017
- 12:00
Raymond James adds advisor team with $500 million in AUM
Kevin Webber and Daniel Brodlieb were drawn to Raymond James for its “unique culture that celebrates and nurtures independent advice”
- By: Beatrice Paez
- May 16, 2017 December 19, 2017
- 10:00
Bluesun to distribute iPipeline software for insurance firms, advisors
Demand for iPipeline’s electronic policy delivery tool for insurers, MGAs and insurance advisors is expected to be strong in Canada
- By: Megan Harman
- May 16, 2017 December 19, 2017
- 06:15
Home Capital says outflow of deposits has slowed
Available funds are sufficient, mortgage lender says
- By: Alexandra Posadzki
- May 15, 2017 December 19, 2017
- 15:45