FMIs made substantial enhancements to their risk management practices in 2016: report
Priorities for 2017 will include enhancing cybersecurity action plans and finalizing recovery plans
- By: James Langton
- April 4, 2017 December 19, 2017
- 15:00
Latest news in Industry News
CPP expansion needs solid plan to deal with shortfalls
A new report expresses concern that real return estimates may be unrealistic, and making younger workers pay higher contributions should thus be avoided
- By: James Langton
- April 4, 2017 December 19, 2017
- 14:30
WCM expanding to Calgary
With the introduction of the new chapter on Friday, the advocacy group will be represented in Canada’s Big Four cities for the financial services sector
- By: James Langton
- April 4, 2017 December 19, 2017
- 10:15
Regulators’ Report Card: COs, execs share their views on key issues
Pablo Fuchs, senior editor with Investment Executive and Fiona Collie, staff writer, discuss survey participants’ thoughts about the CSA’s proposal to introduce a best interest…
- By: Fiona Collie, Pablo Fuchs
- April 4, 2017 November 9, 2019
- 09:50
AdvisorStream expands services with LinkedIn integration
Advisors will now be able to share compliance-approved articles available in AdvisorStream’s library with their LinkedIn connections
- By: Beatrice Paez
- April 3, 2017 December 19, 2017
- 16:25
Global financial services sector faces difficult road ahead: report
A new study from the CFA Institute suggests the industry is at an inflection point in which advisors fostering trust among clients will be key…
- By: Beatrice Paez
- April 3, 2017 December 5, 2019
- 14:40
Regulators’ Report Card 2017: Good news for regulators
Pablo Fuchs, senior editor with Investment Executive and Fiona Collie, staff writer, discuss survey participants’ favourable views of the regulators and other key findings in…
- By: Fiona Collie, Pablo Fuchs
- March 31, 2017 November 9, 2019
- 13:00
Global investment in insurtech rising rapidly
Although only 14% of the deals that took place last year involved an insurer or its venture arm, this is a significant increase from 3%…
- By: Beatrice Paez
- March 30, 2017 December 19, 2017
- 15:15
TD Bank reviewing concerns about sales practices
CEO Bharat Masrani says he has been speaking with TD employees across the country
- By: Alexandra Posadzki
- March 30, 2017 December 19, 2017
- 14:25
Marsillo to retire as senior vice president of Canada Life distribution
The news follows an announcement last week in which two executives were named to key roles as part of a structural reorganization
- By: IE Staff
- March 30, 2017 December 19, 2017
- 13:40
Scotiabank donates $5 million to new AI institute
The Vector Institute in Toronto brings together various parties in the private and public sectors to advance AI research in Canada
- By: IE Staff
- March 30, 2017 December 19, 2017
- 09:50
CIBC, PrivateBancorp revise merger agreement
The deal is now valued at US$4.9 billion, a 20% increase in value compared from the initial offer delivered in June 2016
- By: Beatrice Paez
- March 30, 2017 December 19, 2017
- 09:30
New program aims to provide fintech firms with affordable data
Fintech firms that apply will be screened based on a variety of criteria and those selected will receive select fixed-income and equity market data
- By: James Langton
- March 30, 2017 December 19, 2017
- 09:15
FPSC, IQPF issue updated guidelines for financial planners
The re-released 2016 guidelines include new insight into the sources used to develop the projections, along with some historical data
- By: James Langton
- March 29, 2017 December 19, 2017
- 11:45
RBC to launch hybrid advisor platform
MyAdvisor combines new online advice platform with real-time access to the bank’s financial advisors
- By: IE Staff
- March 29, 2017 January 15, 2018
- 07:10
Wealthsimple takes another stab at RESPs with launch of new platform
The firm has created its own RESP account-opening process through Canadian ShareOwner after stopping support of the product soon after launching in 2014
- By: Fiona Collie
- March 29, 2017 March 29, 2017
- 05:30
Toronto rises to top 10 in list of global financial centres
Montreal and Vancouver have also risen in the rankings while Calgary has taken a big step back because of volatility in the energy sector
- By: James Langton
- March 28, 2017 March 28, 2017
- 13:15
Canadian institutional investors rank asset managers
Baillie Gifford, Phillips, Hager & North and PIMCO distinguished themselves by building strong relationships, Greenwich says
- By: James Langton
- March 28, 2017 March 28, 2017
- 10:40
Richter Family Office expands to Toronto
New branch led by Greg Moore aims to better serve ultra-high net-worth families
- By: Beatrice Paez
- March 28, 2017 March 28, 2017
- 10:00
SHARE successfully pushes for disclosure of corporate political activity
Shareholders have an interest in knowing how their companies invest in influencing public policy
- By: James Langton
- March 28, 2017 March 28, 2017
- 09:45
Sun Life announces executive changes
Kevin Strain, Claude Accum and Colm Freyne shifting to new roles
- By: Beatrice Paez
- March 28, 2017 March 28, 2017
- 09:20
Home Capital fires CEO Martin Reid
The announcement comes as the mortgage lending firm finds itself confronting declining stock value and earnings as well as scrutiny from Ontario’s securities regulator
- By: The Canadian Press
- March 28, 2017 March 28, 2017
- 05:30
Financial services firms failing on diversity
New research finds that although 76% of firms are actively trying to attract women, only 25% have been able to recruit more experienced women
- By: James Langton
- March 27, 2017 March 27, 2017
- 13:30
StatsCan study ties education to retirement savings behaviour
Those with a higher level of education are estimated to have higher savings rates in tax-preferred retirement accounts such as RRSPs
- By: James Langton
- March 27, 2017 March 27, 2017
- 10:45
IMCA develops “matrix” to help advisors cater to HNW clients’ needs
The new framework defines the credentials deemed critical for advising wealthy clients
- By: Beatrice Paez
- March 24, 2017 March 24, 2017
- 15:30