NASAA to host cybersecurity roundtable
Regulators and industry will discuss how small- and mid-sized investment firms can protect critical client information
- By: James Langton
- May 31, 2017 December 19, 2017
- 10:15
Latest news in Industry News
CIFPs 2017: Top takeaway from the 2017 Fidelity retirement survey
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…
- By: Peter Bowen
- May 31, 2017 November 9, 2019
- 09:00
Financial planners must be ready for “perfect storm” of regulation and technology
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
- By: Fiona Collie
- May 30, 2017 November 9, 2019
- 16:40
Scotiabank boosts Q2 profit by 30% to $2.06 billion
Combined, Canada’s five biggest banks had $9.67 billion of profits during the quarter
- By: Alexandra Posadzki
- May 30, 2017 December 19, 2017
- 13:40
CIFPs 2017: Best interest standard must have two tiers
Keith Costello, president and CEO, Canadian Institute of Financial Planners, explains why a one-size-fits-all best interest standard won’t work.
- By: Keith Costello
- May 30, 2017 November 9, 2019
- 06:30
Take steps to protect your practice from increasing cyber risks
Advisors should be careful about the devices and networks they use to access their critical data, expert warns at CIFPs annual conference
- By: Fiona Collie
- May 30, 2017 November 9, 2019
- 05:00
IA to implement accelerated insurance application and underwriting platform
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…
- By: Megan Harman
- May 29, 2017 December 19, 2017
- 10:50
IIAC calls on CSA to allow investment dealers to sell binary options
Binary options are not problematic, but illegal, offshore firms defrauding investors with binary options trading schemes are, IIAC letter states
- By: James Langton
- May 29, 2017 December 19, 2017
- 10:10
Advisors could learn from robo-advisors’ communication efforts
Talking to clients with no jargon, acronyms, in a simple style and over text messaging can go a long way, Wealthsimple executive suggests
- By: Jade Hemeon
- May 26, 2017 December 19, 2017
- 16:20
Scotiabank selling Malaysian unit to Cathay Financial
The Canadian bank is expect to release its Q2 results on Tuesday
- By: The Canadian Press
- May 26, 2017 December 19, 2017
- 11:40
Dalhousie students win IAFP’s annual student competition
Bryce Cross has now won in this competition for the second time in its short three-year history
- By: Beatrice Paez
- May 26, 2017 December 19, 2017
- 10:45
BMO introduces fintech incubator program with Ryerson’s DMZ
Six startups will be given the opportunity to develop their concepts and present their technology to the bank
- By: IE Staff
- May 26, 2017 December 19, 2017
- 09:35
Investors Group moving clients to experienced advisors
Regional managers are overseeing the reassignment of clients to veteran advisors following the dismissal of approximately 400 primarily younger advisors
- By: Geoff Kirbyson
- May 26, 2017 December 19, 2017
- 06:30
TD, RBC and CIBC report rise in Q2 income
Bank CEOs monitoring housing market but say Home Capital issues not widespread
- By: Alexandra Posadzki
- May 25, 2017 December 19, 2017
- 16:00
OMERS acquires minority stake in Purpose Investments
The transaction will allow Purpose to “reimagine the role we will play in our industry,” says Som Seif
- By: IE Staff
- May 25, 2017 December 19, 2017
- 11:30
BMO’s Q2 net income up 28% to $1.25 billion
Dividend going up to 90¢ per share
- By: Alexandra Posadzki
- May 24, 2017 December 19, 2017
- 15:40
Canadians prefer financial advisors to robo-advisors
Only 7% of Canadians said they’re likely to trust a robo-advisor’s recommendations, new global HSBC study finds
- By: Beatrice Paez
- May 24, 2017 December 19, 2017
- 15:15
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
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