The new tools enable investors to have a closer look at companies’ corporate practices and identify ESG leaders and laggards in an industry
Although complaint volumes increased year-over-year, overall trends remained consistent
The pension fund manager is making the investment through its joint venture with a Singapore-based fund manager and a Chicago-based property company
Credential’s partner firms and their advisors will gain access to Nest Wealth Pro’s white label robo-advisor platform as a result of the agreement
Although it may be difficult to decide if an email falls within the definition of spam, the decision includes a description of the emails that…
The April review will focus on recent allegations related to financial institutions’ sale of products and services to clients
The Canada Revenue Agency took several of its web-based services offline as a precaution Friday after a problem was detected in computer servers used by…
OBSI urging consumers who have encountered issues with aggressive sales tactics to file a complaint with their financial institution
The recommendations amount to a sweeping reform of the way vulnerable people are assisted in areas ranging from finances to health care
Advisors have a role to play in warning clients about the documentation they’ll need to take advantage of key tax benefits available to those buying…
The Scotiabank Cybersecurity and Risk Analytics Initiative will finance a series of programs, from internships and speaker events to hackathons
The bank’s shares dropped more than 5% on Friday after allegations that employees broke the law to meet sales targets
The tax agency says the services were taken offline as a precaution and its website was not hacked
The bank’s shares tumbled on Friday, as investors are concerned the fallout could be similar to what happened at Wells Fargo last year
New technology such as AI is likely to be a positive for advisors and their firms because of the potential to make the business more…
The firm joins 75 of the world’s largest financial services institutions in the group, which is aiming to make the global financial system more efficient
The next challenge will be developing common standards to allow collaboration and innovation to flourish
The fund, which aims to fill the gap between angel investors and the public markets, will start at $500 million and could be increased to…
The majority of HNW clients believe the “core value” of advice lies in developing a personalized, goals-driven financial plan, not in investment management
The tool builds on the Hearsay Messages platform, which archives advisors’ digital communications with clients, to satisfy regulators’ requirements
The banks also saw strong performance from the capital markets divisions while their capital positions have also improved
The transaction would be similar to the takeover of Central GoldTrust in 2016 that had support from more than 96% of votes cast
The nomination period for the awards, which honour the achievements of female leaders in their efforts to mentor and inspire the next generation, ends May…
The firm argues that lack of access to complete market data means that retail investors are trading on inferior information
Although the majority of Canadians say they have insurance of some type, it doesn’t extend to cover a sudden illness, disability or accident, a new…