Just 22% of those who are financially unwell say they retain an advisor, meaning there’s an advice gap that needs to be filled, new Manulife…
Mike Cunneen, Dave Kent have new positions within GWL’s, Canada Life’s and London Life’s new Advisory Network
The firm as entered into an agreement with C. Hoare & Co. to acquire its investment dealing and custody business
The social media monitoring tool now uses machine learning to sift through advisor communications with clients to flag — and potentially delete — activities that…
More than three-quarters of millennials prefer to house all their financial products at one bank because they trust these institutions blindly
The findings suggest that the labor market for CEO pay remains robust
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