Emerging financial technology needs oversight, particularly when it comes to protecting customers’ privacy and security
Corporate executives in Canada said that “more could be done” to help explain how the risk is priced
The firm was created late last year following the Front Street Capital and Aston Hill Financial merger
Paul Tyers, Jason Pereira and Mark LeClaire were recognized at the CIFPs annual conference in Ottawa this week
Regulators and industry will discuss how small- and mid-sized investment firms can protect critical client information
Peter Bowen, vice president, tax and retirement research, Fidelity Investments Canada, discusses research from the 2017 Fidelity retirement survey about the impact of financial plans…
The need for financial planners to focus more on offering holistic financial planning to clients while also building up their knowledge and skills is growing
Combined, Canada’s five biggest banks had $9.67 billion of profits during the quarter
Keith Costello, president and CEO, Canadian Institute of Financial Planners, explains why a one-size-fits-all best interest standard won’t work.
Advisors should be careful about the devices and networks they use to access their critical data, expert warns at CIFPs annual conference
New process will no longer require medical tests for certain applicants and allow advisors to confirm policy approval for almost half of their clients instantly…
Binary options are not problematic, but illegal, offshore firms defrauding investors with binary options trading schemes are, IIAC letter states
Talking to clients with no jargon, acronyms, in a simple style and over text messaging can go a long way, Wealthsimple executive suggests
The Canadian bank is expect to release its Q2 results on Tuesday
Bryce Cross has now won in this competition for the second time in its short three-year history
Six startups will be given the opportunity to develop their concepts and present their technology to the bank
Regional managers are overseeing the reassignment of clients to veteran advisors following the dismissal of approximately 400 primarily younger advisors
Bank CEOs monitoring housing market but say Home Capital issues not widespread
The transaction will allow Purpose to “reimagine the role we will play in our industry,” says Som Seif
Dividend going up to 90¢ per share
Only 7% of Canadians said they’re likely to trust a robo-advisor’s recommendations, new global HSBC study finds
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%
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
Advisor’s Virtual Assistant allows advisors to manage their days and tasks as well as review clients’ portfolios on the go