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…
The U.S. bank’s special meeting for shareholders to vote on the acquisition is now expected to be held on or about May 4
Advisors who are part of the platform can now invest client assets in Forstrong’s seven actively managed investment strategies
The deal will create Britain’s largest asset manager and the merged firm expects to cut costs by about 200 million pounds
These fledgling firms are using technology to communicate with, and educate clients about, the importance of remaining invested, even when the market takes an eventual…
The firm, which has 200 credit union and 1,500 advisor partners, has seen its AUA grow by 246% since 2009 to $30.2 billion from $8.75…
More robo-advisors want regulatory approval to sell without contacting clients
Chief risk officers in Canada and the U.S. are the most confident that their firms’ risk-management programs are effective, Deloitte survey finds
The Canadian Startup Awards has named Michael Katchen entrepreneur of the year
In a new video, Jane Rooney talks to Canadians about the new CRM2 reports they are receiving and the benefits of reviewing them
Higher trading revenues and lower loan losses help banks beat expectations
Nearly half of Canadians are concerned about outliving their retirement assets or having to make major sacrifices in retirement
Net income hit $504.5 million, surpassing the half-billion mark for the first time
The award recipients, who will be recognized at a gala event on Thursday, were selected for their ongoing commitment to inclusiveness and sponsoring female talent…
Institutional investors are targeting annual returns of 7.2% for their hedge fund portfolios
The Enterprise Ethereum Alliance includes financial firms and tech giants
Adjusted earnings above estimates
There may be less clarity about when to access pension plans or how much is needed upon retirement among many recent and pre-retirees, Vanguard study…
Beyond the numbers, concerns arise
The bank reported $5.41 billion of revenue